VL
Victoria T. Lepore
JANNEY MONTGOMERY SCOTT LLC
Lutherville (greenspring), MD 21093
Some features on this profile are disabled
CRD#: 1607131
VL
Professional summary
Victoria Terralea Lepore, who also goes by VIctoria Terralea Fulcher, Victoria Greeff, Victoria Terralea Lepore-fulcher, is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Lutherville (greenspring), Maryland.
Victoria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Victoria has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victoria Terralea Fulcher | Victoria Greeff | Victoria Terralea Lepore-Fulcher
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Shore Fun LLC; 1/4 owner of a condo in OCMD, using the condo for rent and family use; 11500 Coastal Highway - unit 412, Ocean City, MD 21842; Start date: 08/21/2020; 48hrs/month; Not investment-related
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Terralea Lepore's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Victoria Terralea Lepore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 19, 2021 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 2328 W. Joppa Road Suite 100, Lutherville (greenspring), MD 21093RIA
BD
CRD#: 463
Lutherville (greenspring), MD
Current
February 10, 2017 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 2328 W. Joppa Road Suite 100, Lutherville (greenspring), MD 21093RIA
BD
CRD#: 463
Lutherville (greenspring), MD
Past
September 6, 2016 - November 10, 2016
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
BALTIMORE, MD
Past
September 6, 2016 - November 10, 2016
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
BALTIMORE, MD
Past
March 18, 2008 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
RIA
CRD#: 2525
BALTIMORE, MD
Past
March 6, 2007 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
BALTIMORE, MD
Past
July 1, 2003 - August 22, 2006
WELLS FARGO SECURITIES, LLC
BD
CRD#: 126292
CHARLOTTE, NC
Past
June 6, 2000 - July 1, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
January 7, 2000 - June 12, 2000
DB ALEX. BROWN LLC
BD
CRD#: 17790
BALTIMORE, MD
Past
June 14, 1999 - June 5, 2000
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
Past
September 1, 1997 - June 14, 1999
DB ALEX. BROWN LLC
BD
CRD#: 17790
BALTIMORE, MD
Past
May 15, 1995 - September 1, 1997
ALEX. BROWN & SONS INCORPORATED
BD
CRD#: 20
Past
November 29, 1994 - January 17, 1995
FIRST FIDELITY BROKERS, INC.
BD
CRD#: 15225
NEWARK, NJ
Past
August 7, 1992 - December 14, 1994
BALTIMORE BANCORP INVESTMENT SERVICES, INC.
BD
CRD#: 17514
Past
January 13, 1992 - July 28, 1992
HAMILTON INVESTMENTS, INC.
BD
CRD#: 821
Past
May 23, 1989 - January 29, 1992
BOWLES HOLLOWELL CONNER & CO.
BD
CRD#: 17511
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT INC. | PARKER/HUNTER ASSET MANAGEMENT | JANNEY MONTGOMERY SCOTT LLC
CRD#: 463 / SEC#: 801-7258, 8-462
RIA
Registered Investment Advisory firm - SEC (3/8/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/10/2017)
RR
Alaska(2/10/2017)
RR
Arizona(2/10/2017)
RR
Arkansas(2/10/2017)
RR
California(2/10/2017)
RR
Colorado(2/10/2017)
RR
Connecticut(2/10/2017)
RR
Delaware(2/10/2017)
RR
District of Columbia(2/10/2017)
RR
Florida(2/10/2017)
RR
Georgia(2/10/2017)
RR
Hawaii(2/10/2017)
RR
Idaho(2/10/2017)
RR
Illinois(2/10/2017)
RR
Indiana(2/10/2017)
RR
Iowa(2/10/2017)
RR
Kansas(2/10/2017)
RR
Kentucky(2/10/2017)
RR
Louisiana(2/10/2017)
RR
Maine(2/10/2017)
RR
Maryland(2/10/2017)
IAR
Maryland(11/19/2021)
RR
Massachusetts(2/10/2017)
RR
Michigan(2/10/2017)
RR
Minnesota(2/10/2017)
RR
Mississippi(2/10/2017)
RR
Missouri(2/10/2017)
RR
Montana(2/10/2017)
RR
Nebraska(2/10/2017)
RR
Nevada(2/10/2017)
RR
New Hampshire(2/10/2017)
RR
New Jersey(2/10/2017)
RR
New Mexico(2/10/2017)
RR
New York(2/10/2017)
RR
North Carolina(2/14/2017)
RR
North Dakota(2/10/2017)
RR
Ohio(2/10/2017)
RR
Oklahoma(2/10/2017)
RR
Oregon(2/10/2017)
RR
Pennsylvania(2/10/2017)
RR
Rhode Island(2/10/2017)
RR
South Carolina(2/10/2017)
RR
South Dakota(2/10/2017)
RR
Tennessee(2/10/2017)
RR
Texas(2/10/2017)
RR
Utah(2/10/2017)
RR
Vermont(2/10/2017)
RR
Virginia(2/10/2017)
RR
Washington(2/10/2017)
RR
West Virginia(2/10/2017)
RR
Wisconsin(2/10/2017)
RR
Wyoming(2/10/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT INC. | PARKER/HUNTER ASSET MANAGEMENT | JANNEY MONTGOMERY SCOTT LLC
CRD#: 463 / SEC#: 801-7258, 8-462
RIA
Registered Investment Advisory firm - SEC (3/8/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
1717 Arch Street, Philadelphia, PA 19103
Mailing Address
1717 Arch Street, Philadelphia, PA 19103
Phone number
(215) 665-6000
Established
Delaware since 08/27/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
2,375
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JUNE PURCHASER LLC | OWNER | |
| CULLEY, JOSEPH DAVID | BANKING PRINCIPAL (BP) | 4275987 |
| DOWNEY, DANEEN ELIZABETH | DEPUTY GENERAL COUNSEL | 4758790 |
| FUSCO, CHRISTOPHER | ROSFP | 5858082 |
| HALL, CAROLINE KATHRYNE | CHIEF COMPLIANCE OFFICER | 6342772 |
| HRICKO, MICHAEL J | CHIEF FINANCIAL OFFICER | 4509746 |
| LEMPA, JESSICA ELLEN | IA CCO | 5276453 |
| MCSHEA, GREGORY BURNS | GENERAL COUNSEL | 2870963 |
| MILLER, ANTHONY MATTHEW | DIRECTOR, PRESIDENT AND CEO | 4597116 |
| MULLAN, DAVID MICHAEL | PRINCIPAL OPERATIONS OFFICER | 2739186 |
| REED, KEVIN JUDE | EXECUTIVE OFFICER | 2105832 |
| RIGGI, BRETT STEPHAN | CHIEF OPERATING OFFICER | 4462496 |
Regulatory assets under management
| Total Number of Accounts | 239,256 |
| AUM (Assets Under Management) | $ 100,795,564,390 |
Disclosures
| Regulatory Event | 54 |
| Arbitration | 66 |
| Bond | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/07/2025 | ||
| 03/21/2025 | ||
| 10/09/2024 | ||
| 10/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JANNEY MONTGOMERY SCOTT LLC
CRD#: 463Lutherville (greenspring), MD 21093TRUST BUT VERIFY
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Contact information
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