MR
Matthew C. Robinson
JANNEY MONTGOMERY SCOTT LLC
Harrisonburg, VA 22801
Some features on this profile are disabled
CRD#: 5181120
MR
Professional summary
Matthew Christopher Robinson, who also goes by Matt Christopher Robinson, is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Harrisonburg, Virginia.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Christopher Robinson
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. Advisory Committee for Joint Harrisonburg City/Rockingham County Career & Technical Education, Harrisonburg, VA. Committee Person (03/2024) - help with anything the CTE students need that also includes networking with local companies in order to make them aware of the programs being offered. Not compensated, not investment related, 1 hour/month. 2. OES Champs PTO, Dayton, VA. Parent Teacher Organization that is designed to help both students and teachers with the needs of the school. PTO Member (02/2024). Not investment related, not compensated, 1 hour/month. 3. Bridgewater Retirement Community Foundation, Bridgewater, VA. The foundation was created to help and support the overall organization that is BRC. Board Chair (01/2020) - responsible for running board meetings and helping with the strategy and guidance for the foundation overall. Not compensated, not investment related, 5 hours/month.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Christopher Robinson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Matthew Christopher Robinson'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
March 15, 2024 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 313 Neff Avenue, Harrisonburg, VA 22801RIA
BD
CRD#: 463
Harrisonburg, VA
Current
March 15, 2024 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 313 Neff Avenue, Harrisonburg, VA 22801RIA
BD
CRD#: 463
Harrisonburg, VA
Past
April 29, 2015 - March 6, 2024
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
HARRISONBURG, VA
Past
August 22, 2014 - March 6, 2024
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
HARRISONBURG, VA
Past
September 10, 2007 - August 22, 2014
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Harrisonburg, VA
Past
July 17, 2006 - March 31, 2007
OSAIC SERVICES, INC.
BD
CRD#: 133763
RICHMOND, VA
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
Alaska(2/11/2025)
RR
Arizona(2/11/2025)
RR
California(2/11/2025)
RR
Colorado(2/11/2025)
RR
Delaware(2/11/2025)
RR
Florida(3/15/2024)
RR
Georgia(2/11/2025)
RR
Illinois(2/11/2025)
RR
Indiana(2/11/2025)
RR
Kentucky(2/11/2025)
RR
Maine(2/11/2025)
RR
Maryland(3/15/2024)
RR
Massachusetts(2/11/2025)
RR
Michigan(2/11/2025)
RR
Mississippi(2/11/2025)
RR
Missouri(3/15/2024)
RR
New Hampshire(2/11/2025)
RR
New Jersey(2/11/2025)
RR
New York(2/11/2025)
RR
North Carolina(3/19/2024)
RR
Ohio(2/11/2025)
RR
Pennsylvania(3/15/2024)
RR
South Carolina(3/15/2024)
RR
Tennessee(3/15/2024)
RR
Texas(3/15/2024)
IAR
Texas(4/24/2024)
RR
Utah(2/11/2025)
RR
Vermont(2/11/2025)
RR
Virginia(3/15/2024)
IAR
Virginia(3/15/2024)
RR
Washington(2/11/2025)
RR
West Virginia(3/15/2024)
RR
Wisconsin(2/11/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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 | |
| 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.
