Advisor at Janney Montgomery Scott
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Firm
Janney Montgomery Scott
Location
Cincinnati, OH 45236
Credentials
CFP®, Series 66
Industry experience
27 years
David Dennerll is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Janney Montgomery Scott and previously worked for 15 years at Raymond James & Associates. Outside of his advisory role, Dennerll is actively involved in community organizations, serving as President of the Cincinnati Host Lions Club, a community liaison for the Cincinnati Cycle Club, and a committee member for Zero Prostate Cancer. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, and retirement consulting for individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform.
Based on Janney Montgomery Scott
Flat fee arrangements available on a case-by-case basis, subject to Wealth Management Department approval.
$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 2.00% $1,000,001 - $3,000,000: Up to 2.00% $3,000,001 - $5,000,000: Up to 2.00% $5,000,001 - $15,000,000: Up to 2.00% $15,000,001 - $25,000,000: Up to 2.00% $25,000,001+: Up to 2.00%
Commission-based annuities held in non-qualified Partners Advisory and Compass Programs, marked non-billable.
Janney Client Service Center (JCSC) advisory services assessed annual fee of 0.95%, billed quarterly in advance.
Account minimum: $5,000 Fee-only: Financial planning services typically billed one time; Consulting services may be annual flat fee or asset-based fee.
8044 Montgomery Road, Suite 415
Cincinnati, OH 45236
Florida · Ohio · Texas
Janney Montgomery Scott
2024 - Present (2 years)
Raymond James & Associates
2009 - 2024 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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ChFC®, Series 63
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Series 65
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CFA®, Series 63
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