Edward S. Blumenthal
JANNEY MONTGOMERY SCOTT LLC | Executive Vice President / Wealth Management
Philadelphia, PA 19103
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CRD#: 2068102
Professional summary
Edward Seth Blumenthal is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Philadelphia, Pennsylvania.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Edward has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Stedmark Partners is an experienced team of financial professionals at Janney Montgomery Scott LLC, a New York Stock Exchange Member firm headquartered in Philadelphia, Pennsylvania.
Led by Mark Eskin, Ed Blumenthal, and Chris Borden, we advise successful individuals, business enterprises, medical practices and non-profit organizations. We provide guidance on a wide range of financial matters, including sophisticated financial planning, investment management, retirement income planning, education funding and inter-generational wealth transfer.
Collectively, our individual, charitable and small-business clients have entrusted approximately $1.5 billion of assets to our team’s oversight. We are extremely proud of the fact that many of our client relationships extend back over several decades, and in quite a few instances, span as many as four generations of family members. New clients of our practice typically have $1 million or more of investible assets, are seeking consolidated and comprehensive wealth management solutions, and engage us on a flat percentage fee basis for complete fee transparency. This professional investment advisory approach is critical to our mission, as we seek to deliver prudent and personalized investment and financial planning advice to each new generation of our clients.
Question & Answer
What are your service offerings?
Institutional consulting
Financial planning
Insurance
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Seth Blumenthal's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Edward Seth Blumenthal'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®
NoneEducation
Economics
1986 - 1990
1982 - 1986
Experience
Current
March 31, 2006 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 1717 Arch Street 21st Floor, Philadelphia, PA 19103RIA
BD
CRD#: 463
Philadelphia, PA
Current
July 2, 1996 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 1717 Arch Street 21st Floor, Philadelphia, PA 19103RIA
BD
CRD#: 463
Philadelphia, PA
Past
May 18, 1992 - July 10, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
June 21, 1990 - May 7, 1992
HIBBARD BROWN & CO., INC.
BD
CRD#: 18246
NEW YORK, NY
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(5/22/2014)
RR
Alaska(6/5/2013)
RR
Arizona(7/3/2000)
RR
California(7/8/1996)
IAR
California(10/6/2008)
RR
Colorado(1/27/2005)
RR
Connecticut(7/16/2001)
RR
Delaware(7/2/1996)
RR
District of Columbia(12/18/1997)
IAR
District of Columbia(8/14/2012)
RR
Florida(7/2/1996)
RR
Georgia(7/2/1996)
RR
Hawaii(6/7/2001)
RR
Idaho(6/5/2013)
RR
Illinois(3/6/2003)
RR
Indiana(1/27/2005)
RR
Kansas(6/18/2025)
RR
Kentucky(1/27/2005)
RR
Maine(2/12/2009)
RR
Maryland(7/2/1996)
RR
Massachusetts(12/9/2002)
RR
Michigan(6/16/1998)
RR
Minnesota(7/28/2021)
RR
Nevada(2/12/2009)
RR
New Hampshire(1/27/2005)
RR
New Jersey(7/2/1996)
IAR
New Jersey(3/4/2009)
RR
New Mexico(1/27/2014)
RR
New York(7/2/1996)
RR
North Carolina(2/1/2005)
IAR
North Carolina(10/23/2008)
RR
Oklahoma(8/12/2008)
RR
Oregon(5/20/2014)
RR
Pennsylvania(7/2/1996)
IAR
Pennsylvania(3/31/2006)
RR
Rhode Island(4/21/2003)
RR
South Carolina(1/11/2000)
RR
South Dakota(11/8/2021)
RR
Tennessee(10/5/2010)
RR
Texas(10/20/1999)
IAR
Texas(3/2/2007)
RR
Virginia(1/27/2005)
RR
Washington(7/2/1996)
RR
Wisconsin(2/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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 | |
| 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
Executive Vice President / Wealth ManagementCRD#: 463Philadelphia, PA 19103TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
