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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

Michelle Conley Hegarty

Advisor at JANNEY MONTGOMERY SCOTT LLC

Independence, OH | Chagrin Falls, OH

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Search this name across graphsid dfx:ria:55c0d9ed-0ab2-855c-120b-974f14a031cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 14, 1999 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: Jun 21, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jun 21, 1993
First registration: Oct 14, 1999
Dual registered: yes, broker-dealer
Other names: MICHELLE DIANE CONLEY|MICHELLE D CONLEY
IAPD individual key: 1674178

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	Aug 1, 2022	n/a	yes	Chagrin Falls, OH\|Independence, OH	Current employment
MCDONALD PARTNERS LLC	Independent wealth	Feb 13, 2012	Aug 2, 2022	no	CLEVELAND, OH\|CLEVELAND, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	Feb 28, 2012	no	CLEVELAND, OH\|CLEVELAND, OH\|CLEVELAND, OH\|WEEHAWKEN, NJ\|NEWBURY, OH	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Oct 14, 1999	Feb 9, 2007	no	CLEVELAND, OH\|CLEVELAND, OH	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
MCDONALD PARTNERS LLC	JANNEY MONTGOMERY SCOTT LLC	Aug 2, 2022	Aug 1, 2022	-1	Firm change	RIA to ibd
UBS FINANCIAL SERVICES INC.	MCDONALD PARTNERS LLC	Feb 28, 2012	Feb 13, 2012	-15	Firm change	Other
KEYBANC CAPITAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Feb 9, 2007	Feb 9, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: current employment
Aug 1, 2022 to presentfactForm ADV
→ MCDONALD PARTNERS LLCRegistered adviserregistration: previous registration
Feb 13, 2012 to Aug 2, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to Feb 28, 2012factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Oct 14, 1999 to Feb 9, 2007factForm ADV

Dated events

Occurred
Aug 2, 2022
Advisor changed firm
Michelle Conley Hegarty left Mcdonald Partners Llc for Janney Montgomery Scott Llc (registered 2022-08-01)
Form ADVobserved 5 days ago