Janney’s New York City Complex

Boutique Culture with Large Firm Resources

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing exceptional service and knowledgeable financial consultation to individual and institutional clients.

We work hard to deliver a culture that allows advisors to manage their business how they choose and keep their clients’ as the top priority. With tools, resources, and support, our Financial Advisors are able to serve their clients and help them achieve their financial goals.

Contact me or Click Here to learn more about becoming a Janney Financial Advisor.

Awards

Janney Recognized as a 2025 CIO 100 Award Recipient For Technology Innovation

Janney earns honor for its Portfolio Construction Tool and Integrated Platform Screener

Computerworld Names Janney a Best Place to Work in IT

Marking the seventh consecutive year the firm has received this prestigious recognition.

Janney Earns Great Place to Work Certification for Second Consecutive Year

The certification recognizes employers that create an outstanding workplace experience.

Our Team

Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.As Complex Manager, and your first level of support, it's my priority to ensure you feel supported in running your practice, serving your clients, and helping you grow. ... Read more. Read less.

Bruce Milstein, CFP®

Senior Vice President/Complex Director

James Horgan

Branch Manager

The Midtown Manhattan Office

of Janney Montgomery Scott LLC

The Purchase Office

of Janney Montgomery Scott LLC

Transition Success: Hany Farag on Choosing Janney

Hear Financial Advisor Hany Farag share why he chose Janney and how the firm has helped him grow his practice.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Private Client Group Support

All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.

Supporting Your Business

When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.

Wealth Management

Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.