Adviser and broker representative · Janney Montgomery Scott LLC
Robert W. Shealy Jr.
CRD 2434417 · Columbia, SC
At a glance
Robert W. Shealy Jr. is an investment adviser representative with Janney Montgomery Scott LLC in Columbia, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 1998, about 28 years ago. Robert is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Janney Montgomery Scott LLCSince August 2018Columbia, SC · $110B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Robert’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
- 3 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.