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Advisors / Pennsylvania / SEWICKLEY (Wexford)
30yrs

William Danforth

Financial advisor at Janney Montgomery Scott

William Danforth has worked in the financial industry for 30 years and is a fiduciary financial advisor based in SEWICKLEY (Wexford), Pennsylvania. After less than a year at Parker/hunter, William joined Janney Montgomery Scott in 2005, a firm offering financial planning, investment management, and retirement plan consulting. Janney Montgomery Scott reports being paid through a percentage of assets, flat fees, and commissions.

One of 20 advisors with offices in SEWICKLEY (Wexford), and one of 20 fiduciaries.

SEWICKLEY (Wexford), PA 15143Top 16% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office2200 Georgetown Drive Suite 400, SEWICKLEY (Wexford), PA 15143
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
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2005 – now
  2. Apr 2005 – Jun 2005
    Parker/hunter IncorporatedPreviously

Questions to ask William

Tailored to William’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About William

How do I contact William?

Call William’s local office at (724) 934-2953 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for William Danforth.

How long has William been a financial advisor?

William has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.

What licenses does William hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is William a fiduciary?

William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is William 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 William 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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