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Adviser and broker representative · Janney Montgomery Scott LLC

Colin T. Burgess

CRD 4266400 · Bryn Mawr, PA

At a glance

Colin T. Burgess is an investment adviser representative with Janney Montgomery Scott LLC in Bryn Mawr, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Colin’s SEC record dates to 2009, about 17 years ago. Colin is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

SEC adviser record

Registered since
2009 (17 years)
Designations
Certified Financial Planner
Exams
Series 63
Registered in
7 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Colin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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