Brittney Broccard, financial advisor New York NY

Brittney Broccard

CRD Number: 5578614
Current Firm: Janney Montgomery Scott LLC

Brittney Broccard (CRD# 5578614) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New York, NY and has over 15 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Janney Montgomery Scott LLC New York, NY Mar 2017 - Current 7
Edward Jones Saint Louis, MO Aug 2008 - Mar 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Brittney L. Broccard
Phone Number: 215-665-6000
Registered State(s):
  • MO
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    73,001
    MILLIONS
  • Total Number of Accounts
    216,397
    ACCOUNTS
  • Average Account Value
    $337,346
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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