Ann Marie Brancato, financial advisor New York NY

Ann Marie Brancato

CRD Number: 1140468
Current Firm: Janney Montgomery Scott LLC

Ann Marie Brancato (CRD# 1140468) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New York, NY and has over 39 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 Jun 2017 - Current 6
Janney Montgomery Scott LLC Red Bank, NJ Jun 2016 - Jun 2017 1
Rbc Capital Markets Corporation New York, NY Mar 2008 - Jun 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Ann Marie Brancato
Phone Number: 215-665-6000
Registered State(s):
  • CA
  • DC
  • NJ
  • NY
  • VA
  • WA
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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