Danielle Cefalu, financial advisor Saratoga Springs NY
90 score

Danielle Cefalu

CRD Number: 6023765
Current Firm: Janney Montgomery Scott LLC

Danielle Cefalu (CRD# 6023765) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Saratoga Springs, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Saratoga Springs, NY Sep 2015 - Current 1
Morgan Stanley Saratoga Springs, NY Apr 2015 - Sep 2015 < 1
Bank Of America, N.a. Latham, NY Jul 2012 - Mar 2015 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham, NY Jan 2012 - Mar 2015 3
Century 21 Beggins Enterprises Madeira Beach, FL Jun 2005 - Jan 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Danielle L. Cefalu
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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