Adviser and broker representative · Janney Montgomery Scott LLC
Katherine G. Loheyde
CRD 5933911 · Sewickley (Wexford), PA
At a glance
Katherine G. Loheyde is an investment adviser representative with Janney Montgomery Scott LLC in Sewickley (Wexford), PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katherine’s SEC record dates to 2014, about 12 years ago. Katherine is also registered as a broker representative.
Current advisory firm
- Janney Montgomery Scott LLCSince May 2026Sewickley (Wexford), PA · $110B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Katherine’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
- 5 firmsLocked
- 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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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.