GB
Grant T. Beckley
JANNEY MONTGOMERY SCOTT LLC
Cambridge, OH 43725
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CRD#: 4055512
GB
Professional summary
Grant Thomas Beckley is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Cambridge, Ohio.
Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Grant has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
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.
1. 06/03/2011 - NON-VARIABLE INSURANCE - STRATOS WEALTH PARTNERS - I AM AN AGENT LICENSED WITH VARIOUS CARRIERS CONDUCTING THE SALE AND SERVICE OF FIXED ANNUITIES, TERM, UNIVERSAL, WHOLE LIFE, DISABILIT, HEALTH AND DENTAL
2. 6/6/2011 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 5/2011 - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 5/2011. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
3. 09/26/2011 - OTHER - TAX PURPOSE - GRANT BECKLEY LLC
4. 11/24/2015 * Stratos Wealth Partners, Ltd * DBA for LPL Business (entity for LPL business) * Stratos Wealth Partners, Ltd * inv rel * at reported business location(s) * start 05/27/2011 * 140 hrs/mo; 130 hrs/mo during secs trdg hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Grant Thomas Beckley's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Grant Thomas Beckley'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
October 31, 2024 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 441 Wheeling Avenue Main Level, Cambridge, OH 43725RIA
BD
CRD#: 463
Cambridge, OH
Current
October 31, 2024 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 441 Wheeling Avenue Main Level, Cambridge, OH 43725RIA
BD
CRD#: 463
Cambridge, OH
Past
June 26, 2018 - February 4, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
COLUMBUS, OH
Past
June 3, 2011 - October 31, 2024
STRATOS WEALTH PARTNERS, LTD
RIA
CRD#: 153184
Columbus, OH
Past
May 27, 2011 - November 11, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
COLUMBUS, OH
Past
January 1, 2008 - May 31, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
COLUMBUS, OH
Past
January 1, 2008 - May 31, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
COLUMBUS, OH
Past
March 24, 2000 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
COLUMBUS, OH
Past
November 23, 1999 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
COLUMBUS, OH
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
Arizona(4/3/2025)
RR
Connecticut(10/31/2024)
RR
Florida(10/31/2024)
RR
Georgia(10/31/2024)
RR
Illinois(10/31/2024)
RR
Indiana(10/31/2024)
RR
Kentucky(10/31/2024)
RR
Louisiana(10/31/2024)
IAR
Louisiana(11/19/2024)
RR
Missouri(10/31/2024)
RR
Ohio(10/31/2024)
IAR
Ohio(10/31/2024)
RR
South Carolina(10/31/2024)
RR
Tennessee(10/31/2024)
RR
Texas(10/31/2024)
IAR
Texas(10/31/2024)
RR
West Virginia(10/31/2024)
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#: 463Cambridge, OH 43725TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
