Christina Mongelluzzo, financial advisor DuBois PA
88 score

Christina Mongelluzzo

CRD Number: 6209371
Current Firm: Janney Montgomery Scott LLC

Christina Mongelluzzo (CRD# 6209371) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in DuBois, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scoot LLC Dubois, PA Jun 2013 - Current 3
Bronze Elegance Brookville, PA Oct 2009 - Current 7
Pa Dept Of Corrections Marienville, PA Jun 2004 - Jun 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Christina L. Mongelluzzo
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • PA
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
88
Clean Record
This advisor has a clean track record with regulators.

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