Captrust
46yrs
Top advisor by experience at Captrust
32yrs
Based in Bethlehem, Pennsylvania, Eric Angle is a financial advisor with 32 years of industry experience. Eric has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office81 Highland Avenue Suite 100, Bethlehem, PA 18017
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 ?2 states
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2006 – nowJanney Montgomery Scott LLCCurrent firm
Contact Eric
Local office(610) 861-8410Ask for Eric. (215) 665-6000Main office · Philadelphia, PA 81 Highland Avenue Suite 100Bethlehem, PA 18017Office · Get directions Facebook pageJanney Montgomery Scott
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Eric’s local office at (610) 861-8410 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for Eric Angle.
How long has Eric been a financial advisor?
Eric has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Eric hold?
Series 63. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric 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 Eric 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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