AdvisorOS Directory
Claim Profile
Unclaimed Profile
GM

Gregory Burns Mcshea

JANNEY MONTGOMERY SCOTT LLC·PHILADELPHIA, Pennsylvania
SIE, Series 4, Series 7, Series 9, Series 10, Series 14, Series 24Clean recordJANNEY MONTGOMERY SCOTT LLC
1717 ARCH STREET, PHILADELPHIA, PA 19103CRD# 2870963Firm CRD# 463

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Burns Mcshea · PHILADELPHIA, PA
Registration
CRD #2870963 · JANNEY MONTGOMERY SCOTT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 9
Series 10
Series 14
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
JANNEY MONTGOMERY SCOTT LLC
CRD 463 · SEC 801-7258
AUM
$85.9B
Regulatory assets under management
Employees
2,295
226,034 client accounts
Services offered by JANNEY MONTGOMERY SCOTT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at JANNEY MONTGOMERY SCOTT LLC →
Introduction

Speak with Gregory Burns

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory Burns is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

Browse PHILADELPHIA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Gregory Burns Mcshea offer?
Gregory Burns Mcshea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Gregory Burns Mcshea's credentials?
Gregory Burns Mcshea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Burns Mcshea located?
Gregory Burns Mcshea is based in PHILADELPHIA, Pennsylvania, working with JANNEY MONTGOMERY SCOTT LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Gregory Burns Mcshea charge for services?
Gregory Burns Mcshea's firm is compensated through percentage of aum, subscription fees, commissions, other: fee plus commission. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JANNEY MONTGOMERY SCOTT LLC?
JANNEY MONTGOMERY SCOTT LLC has approximately 2295 employees and manages $85.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JANNEY MONTGOMERY SCOTT LLC

Mark Richard Eskin
PHILADELPHIA, PA
Mark Andrew Henderson
PHILADELPHIA, PA
Robert Harold Bishop
PHILADELPHIA, PA
Scott Michael Nash
PHILADELPHIA, PA
Timothy Charles Scheve
PHILADELPHIA, PA
Caroline Kathryne Hall
PHILADELPHIA, PA

More Advisors in PHILADELPHIA, Pennsylvania

William Francis Weber
COOKE & BIELER, L.P.·PHILADELPHIA, PA
Craig Andrew Eidell
FS CREDIT INCOME ADVISOR, LLC·PHILADELPHIA, PA
Jaclyn Marie Matsick
ABRDN INC.·PHILADELPHIA, PA
John Anthony Antolik
ONE POINT NINE MANAGEMENT, LLC·PHILADELPHIA, PA
Ralph Emerson Bassett
ABERDEEN CAPITAL MANAGEMENT, LLC·PHILADELPHIA, PA
Jonathan Reed Liggett
JL SQUARED GROUP, LLC·PHILADELPHIA, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)HARRISBURG (47)
City Guides
PITTSBURGH GuideWAYNE GuideRADNOR GuideBERWYN GuideMALVERN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile