Financial advisor
Steve Condos
Now at Janney Montgomery Scott · The Apollo Group · New York, NY
Registered as Steve G Condos · STEPHEN GEORGE CONDOS
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| The Apollo Group | J.P. Morgan Advisors | Janney Montgomery Scott | Lateral | March 23, 2026 | $1.3B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | Investment adviser | March 13, 2026 | Current |
| JANNEY MONTGOMERY SCOTT LLC | Broker-dealer | March 13, 2026 | Current |
| J.P. MORGAN SECURITIES LLC | Investment adviser | September 13, 2023 | February 27, 2026 |
| J.P. MORGAN SECURITIES LLC | Broker-dealer | September 11, 2023 | February 27, 2026 |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Investment adviser | October 29, 2021 | March 19, 2025 |
| FIRST REPUBLIC SECURITIES COMPANY, LLC | Broker-dealer | May 22, 2020 | September 29, 2023 |
| MORGAN STANLEY | Investment adviser | May 14, 2020 | May 27, 2020 |
| MORGAN STANLEY | Broker-dealer | June 1, 2009 | May 27, 2020 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | March 4, 2005 | June 1, 2009 |
| OPPENHEIMER & CO. INC. | Broker-dealer | January 3, 2003 | March 14, 2005 |
| CIBC WORLD MARKETS CORP. | Broker-dealer | October 23, 1998 | January 3, 2003 |
| M. J. WHITMAN, INC. | Broker-dealer | December 16, 1997 | October 27, 1998 |
| PAINEWEBBER INCORPORATED | Broker-dealer | February 15, 1994 | December 18, 1997 |
| LEHMAN BROTHERS INC. | Broker-dealer | June 21, 1990 | March 8, 1994 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.