Janney Montgomery Scott
39yrs
Top 5% by experience nationwide
43yrs
Patrick Witheril
Full name on record: Patrick G Witheril
Financial advisor at Janney Montgomery Scott
Based in Westbrook, Connecticut, Patrick Witheril is a fiduciary financial advisor with 43 years of industry experience. Patrick joined Janney Montgomery Scott in 2021, after 15 years at Wells Fargo Advisors and 15 years at Morgan Stanley DW. Janney Montgomery Scott offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 22 advisors with offices in Westbrook, and one of 22 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Westbrook
Office1551 Boston Post Road 2nd Floor, Westbrook, CT 06498
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowJanney Montgomery Scott LLCCurrent firm
- 2006 – 2021Wells Fargo Clearing Services, LLCPreviously
- 1991 – 2006Morgan Stanley DW Inc.Previously
Contact Patrick
Local office(860) 661-0808Ask for Patrick. (215) 665-6000Main office · Philadelphia, PA 1551 Boston Post Road 2nd FloorWestbrook, CT 06498Office · Get directions Facebook pageJanney Montgomery Scott
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (860) 661-0808 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for Patrick Witheril.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1983, about 43 years. Top advisor by experience in Westbrook.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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