Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Adviser and broker representative · Janney Montgomery Scott LLC

Courtney P. Carnevale

CRD 6198477 · New York, NY

At a glance

Courtney P. Carnevale is an investment adviser representative with Janney Montgomery Scott LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Courtney’s SEC record dates to 2015, about 11 years ago. Courtney is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

SEC adviser record

Registered since
2015 (11 years)
Designations
Certified Financial Planner
Exams
Series 66
Registered in
3 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Courtney’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
Open Atlas free

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.

More at Janney Montgomery Scott LLC

Every advisor at Janney Montgomery Scott LLC →Janney Montgomery Scott LLC: assets, clients and custodians →Janney news, moves and payouts →Financial advisors in New York, NY →Every Janney Montgomery Scott LLC advisor in New York →Advisor Moves: who changed firms this week →