Paul Furlong
Paul Furlong is a registered investment advisor at Janney Montgomery Scott LLC, based in Yardley, PA, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
1010 Stony Hill Road, Suite 300, Yardley, PA, 19067
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2024Customer Dispute
January 2005Customer Dispute
December 2000Employment Separation After Allegations
September 2000Customer Dispute
August 2000Other Business Activities
Paul is the President, writer, and bookkeeper for Furlong Tales, Inc., a children's book company, since 2014. He dedicates minimal time to this activity.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
Janney Montgomery Scott LLCBroker
Raymond James & Associates, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Wheat, First Securities, INC.Broker
Dmg Securities, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.