Janney Montgomery Scott
42yrs
Top advisor by experience in Osterville
12yrs
Robert Dunkley
Financial advisor at Janney Montgomery Scott
Robert Dunkley has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Osterville, Massachusetts. Robert has been with Janney Montgomery Scott since 2026; before that, Robert spent five years at Ameriprise Financial Services and seven years at Merrill. 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 20 advisors with offices in Osterville, and one of 17 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office804 Main Street 1st Floor, Osterville, MA 02655
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 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowJanney Montgomery Scott LLCCurrent firm
- 2021 – 2026Ameriprise Financial Services, LLCPreviously
- 2014 – 2021MerrillPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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 Robert
How do I contact Robert?
Call Janney Montgomery Scott at 215-665-6000 and ask for Robert Dunkley. Robert works from the Osterville, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert 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 Robert 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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