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Andrew Milton Kistler

Janney Montgomery Scott LLC

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About Andrew Milton Kistler

Andrew Kistler is a financial advisor at Janney Montgomery Scott LLC. Andrew has been in the industry since 1983 and has experience with various investment firms. Andrew is a registered representative in several states, including Arkansas, District of Columbia, Florida, Georgia, Indiana, Maryland, Massachusetts, New York, North Carolina, South Carolina, Washington, and Wisconsin. Andrew specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

Firm Information

Andrew Kistler is currently registered with Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is a Philadelphia-based, full-service financial services firm with over $85 billion in assets under management. Formed in 1999, the firm provides a comprehensive suite of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Janney Montgomery Scott LLC is registered with the SEC and operates in all 50 states and the District of Columbia.
Janney Montgomery Scott LLC

1717 ARCH STREET

PHILADELPHIA, PA 19103

$85.90B

Assets Under Management

2,265

Total Clients

1,570

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee plus commission

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Andrew Kistler’s Registration & Firm History

NC

10/02/2012 - Present

Janney Montgomery Scott LLC (CHARLOTTE NC)

MD

10/14/2009 - 10/05/2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BETHESDA MD)

MD

05/11/2006 - 12/02/2008

AMERIPRISE ADVISOR SERVICES, INC. (ROCKVILLE MD)

DC

07/31/1993 - 05/20/2006

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

GA

09/26/1988 - 11/02/1999

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

NY

03/19/1993 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

05/14/1988 - 10/05/1988

SHEARSON LEHMAN HUTTON INC.

NA

03/09/1988 - 05/14/1988

E. F. HUTTON & COMPANY INC

NA

03/12/1987 - 03/15/1988

NCNB SECURITIES, INC.

NA

10/20/1983 - 03/20/1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 06/03/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/29/1988

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 07/23/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/1989

Series 3 - National Commodity Futures Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Andrew Milton Kistler.
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