New York State Archives Partnership Trust Awards Financial Services Contract to Janney Montgomery Scott LLC (July 2026)
New York State Archives Partnership TrustSpecial District · NY- Disclosed value
- $100,000 reinvestment in a 5–7-year CD; $250,000 deposit invested with approximately $100,000 in fixed-income ladder and $150,000 in equities
- From minutes
- Approved
- Jul 21, 2026
The 30-second brief
The Archives Partnership Trust Investment Committee unanimously approved investment actions through Janney Montgomery Scott LLC. The plan reinvests $100,000 in a 5–7-year CD and deploys a $250,000 deposit across fixed-income and equity investments over three months.
Janney Montgomery Scott LLC holds this financial services contract with New York State Archives Partnership Trust. Its other public contracts on record include work for Salem County and Utah Office of the State Treasurer | State of Utah.
Term as filed: 5–7-year CD maturity targeted for 2031–2033; equity investment feathered in $50,000 increments over three months.
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Contract details
- Contract type
- Financial Services
- Amount
- $100,000 reinvestment in a 5–7-year CD; $250,000 deposit invested with approximately $100,000 in fixed-income ladder and $150,000 in equities
- Document date
- July 21, 2026
- Term
- 5–7-year CD maturity targeted for 2031–2033; equity investment feathered in $50,000 increments over three months
- Source document
- Archives Partnership Trust Board Minutes Investment Committee Meeting 2026-07-21 (Minutes)
Janney Montgomery Scott LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by New York State Archives Partnership Trust?
Janney Montgomery Scott LLC was awarded this financial services contract by New York State Archives Partnership Trust, as recorded on July 21, 2026. The contract value is $100,000 reinvestment in a 5–7-year CD; $250,000 deposit invested with approximately $100,000 in fixed-income ladder and $150,000 in equities.
How much is the Janney Montgomery Scott LLC contract with New York State Archives Partnership Trust worth?
The Janney Montgomery Scott LLC contract with New York State Archives Partnership Trust is valued at $100,000 reinvestment in a 5–7-year CD; $250,000 deposit invested with approximately $100,000 in fixed-income ladder and $150,000 in equities, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Archives Partnership Trust Board Minutes Investment Committee Meeting 2026-07-21 (Minutes), dated July 21, 2026 from New York State Archives Partnership Trust. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Janney Montgomery Scott LLC hold?
Janney Montgomery Scott LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is New York State Archives Partnership Trust currently buying?
Explore New York State Archives Partnership Trust's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.