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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

GREGORY J. MANARA

Advisor at JANNEY MONTGOMERY SCOTT LLC

TOWSON, MD

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Search this name across graphsid dfx:ria:2587299c-3b24-14ea-5d93-fed58131fd77

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JANNEY MONTGOMERY SCOTT LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 30, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 30, 2008
First registration: Mar 30, 2011
Dual registered: yes, broker-dealer
Other names: GREG MANARA|Gregory James Manara|GREGORY J MANARA
IAPD individual key: 4212270

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JANNEY MONTGOMERY SCOTT LLC	Bd affiliated wealth	Mar 25, 2026	n/a	yes	TOWSON, MD	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Feb 11, 2026	no	GREENVILLE, DE\|ABINGDON, MD\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 27, 2021	Mar 31, 2025	no	GREENVILLE, DE	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 13, 2013	Jan 29, 2021	no	Towson, MD\|ENGLEWOOD, CO\|Lone Tree, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 30, 2011	Mar 15, 2012	no	PENNINGTON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	JANNEY MONTGOMERY SCOTT LLC	Feb 11, 2026	Mar 25, 2026	42	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 29, 2021	Mar 27, 2021	57	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Mar 15, 2012	Sep 13, 2013	547	Firm change after gap	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5393:288590:CO:2021-01-29	Jan 29, 2021	Mar 27, 2021	LONE TREE, CO	Firm change

Relationships

Registered with (5)

→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Feb 11, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 27, 2021 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 13, 2013 to Jan 29, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 30, 2011 to Mar 15, 2012factForm ADV

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
Gregory J. Manara left Strategic Advisers Llc for Janney Montgomery Scott Llc (registered 2026-03-25)
Form ADVobserved 5 days ago