Gatis Zigats
Financial advisor at Janney Montgomery Scott LLC · Roanoke, VA
Last updated 2026-10-10
Claim your profileGatis Zigats is a financial advisor at Janney Montgomery Scott LLC in Roanoke, VA, CRD 7668115. Licenses and exams on the registration: Series 66. IAPD registration began 2023-08-08.
Registration
- CRD number
- 7668115
- Registration status
- Active
- IAPD registration
- 2023-08-08
- Industry Experience
- 3 years
- Work Experience
- 10 years
- States registered
- TX, VA
Licenses and exams
- Series 66
Work history
- 2022-11 to 2026-04 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Roanoke, VA
- 2022-07 to 2022-11 · Unemployed · Roanoke, VA
- 2021-01 to 2022-07 · Bank of America · Waltham, MA
- 2020-09 to 2021-01 · Carmax Auto Superstores · Norwood, MA
- 2020-06 to 2020-09 · Unemployed · Allston, MA
- 2017-10 to 2020-06 · Carmax Auto Superstores · Burbank, CA
- 2017-09 to 2017-10 · Unemployed · Long Beach, CA
- 2017-06 to 2017-09 · Bank of America · Mountain View, CA
- 2016-04 to 2017-06 · Macy's · Palo Alto, CA
- 2026-04 to Present · Janney Montgomery Scott LLC · Roanoke, VA
Current employment
- Janney Montgomery Scott LLC · Philadelphia, PA
Janney Montgomery Scott LLC
- Regulatory AUM
- $110,113,690,076
- Registered advisors
- 1,342
- Offices
- 193
- Clients per advisor
- 181.7 (High)
- Average AUM per client
- $451.6K (Low)
- High-net-worth client ratio
- 41.3% (Moderate)
Janney Montgomery Scott LLC: advisors, services and reported ETF investments
About
Gatis Zigats is a financial advisor at Janney Montgomery Scott LLC in Roanoke, VA. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 10 years of reported work history.
Janney Montgomery Scott LLC's firm-level Form ADV reports 1,342 advisors across 193 offices; approximately 181.7 clients per advisor, average assets per client of $451,641, and regulatory AUM of $110.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $24.8M across 1,039 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Gatis Zigats personally.
Reported ETF positions
Janney Montgomery Scott reports 1,039 ETF positions worth $24.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $1.4M |
| XLK — State Street Technology Select Sector SPDR ETF | $914.4K |
| QQQ — Invesco QQQ Trust, Series 1 | $628K |
| SPY — SPDR S&P 500 ETF TRUST | $535.8K |
| XLF — State Street Financial Select Sector SPDR ETF | $512K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Janney Montgomery Scott's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $167.2K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $296.8K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $91.1K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $83.2K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Janney Montgomery Scott LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Trust Company
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
Location
110 Franklin Road SE, Roanoke, VA 24011
12 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 215-665-6000
- Website: janney.com
Official record
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