William Orielly is a registered investment advisor at Janney Montgomery Scott LLC, based in Atlanta, GA, with 33 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
3560 Lenox Road NE, Suite 1100, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is an Independent Investment Advisory Board Member for the Salvation Army, reviewing their portfolio quarterly. This activity requires minimal time and is not compensated.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Alexander Key Investments
Suntrust Capital Markets, INC.Broker
Captrust Financial Advisors, LLCBroker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Sei Financial Services CompanyBroker
State Registrations5 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.