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

Susan Lobello

Advisor at JANNEY MONTGOMERY SCOTT LLC

ALLENTOWN, PA

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Search this name across graphsid dfx:ria:74aca86a-b22e-0f1b-42b2-58490175e903

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2005 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: Dec 22, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Dec 22, 1992
First registration: Mar 28, 2005
Dual registered: yes, broker-dealer
Other names: Susan LoBello|SUSAN LO BELLO|SUSAN ADAMS|SUSAN E LOBELLO
IAPD individual key: 2249008

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 31, 2023	n/a	yes	ALLENTOWN, PA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 9, 2017	Apr 3, 2023	no	CAMP HILL, PA\|ALLENTOWN, PA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 30, 2017	no	New York, NY\|Camp Hill, PA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Dec 11, 2008	Jun 1, 2009	no	NEW YORK, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 28, 2005	Nov 18, 2008	no	NEW YORK, NY\|NEW YORK, NY	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	JANNEY MONTGOMERY SCOTT LLC	Apr 3, 2023	Mar 31, 2023	-3	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 30, 2017	Nov 9, 2017	10	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	Nov 18, 2008	Dec 11, 2008	23	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
7691:463:PA:2023-04-03	Apr 3, 2023	Mar 31, 2023	ALLENTOWN, PA	Firm change

Relationships

Registered with (4)

→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: current employment
Mar 31, 2023 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 9, 2017 to Apr 3, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 30, 2017factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Dec 11, 2008 to Jun 1, 2009factForm ADV

Dated events

Occurred
Apr 3, 2023
Advisor changed firm
Susan Lobello left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Janney Montgomery Scott Llc (registered 2023-03-31)
Form ADVobserved 6 days ago