CONTRACTONGOING

Janney Montgomery Scott Continues Trust Investment Advisory

New York State Archives Partnership Trust
Document date
Oct 22, 2026

The 30-second brief

What it covers

Janney Montgomery Scott LLC continued providing investment advisory services to the Archives Partnership Trust and presented its third-quarter portfolio review. The advisor also recommended the approved CD rollover and cash allocation strategy.

Who holds it

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.

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Contract details

Contract type
Financial Services
Document date
October 22, 2026
Source document
Archives Partnership Trust Board Minutes Investment Committee Meeting Conference Call 2026-10-22 (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 October 22, 2026.

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 Conference Call 2026-10-22 (Minutes), dated October 22, 2026 from New York State Archives Partnership Trust. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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.

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What is New York State Archives Partnership Trust currently buying?

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