Unclaimed Profile

Scott Michael Nash

JANNEY MONTGOMERY SCOTT LLC·PHILADELPHIA, Pennsylvania

SIE, Series 7, Series 8, Series 9, Series 10, Series 15, Series 63, Series 6520 years registeredJANNEY MONTGOMERY SCOTT LLC

1717 ARCH STREET, PHILADELPHIA, PA 19103CRD# 1126026Firm CRD# 463

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Michael Nash · PHILADELPHIA, PA

Registration

CRD #1126026 · JANNEY MONTGOMERY SCOTT LLC · 20 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2022 – present

JANNEY MONTGOMERY SCOTT LLC

Feb 2006 – Nov 2022

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 15

Series 63

Series 65

Registration record

First registered · February 27, 2006

Years registered · 20

Disclosure History

2023Customer Dispute·Settled

2022Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

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Frequently Asked Questions

What services does Scott Michael Nash offer?

Scott Michael Nash specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Scott Michael Nash's credentials?

Scott Michael Nash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Michael Nash located?

Scott Michael Nash 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 Scott Michael Nash charge for services?

Scott Michael Nash'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.

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