Advisor at Janney Montgomery Scott
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Janney Montgomery Scott
Location
Middletown, DE 19709
Credentials
Series 66
Industry experience
1 year
Denise Devine is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott since 2019. Prior to her career in financial advising, she was employed by the City of Dover for nine years. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, in-house portfolio management, and various advisory services.
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.
651 North Broad Street, Suite 107
Middletown, DE 19709
Delaware
Janney Montgomery Scott LLC
2026 - Present (1 year)
Janney Montgomery Scott
2021 - 2026 (5 years)
Janney Montgomery Scott
2019 - 2021 (2 years)
City of Dover
2010 - 2019 (9 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.
Series 63, Series 65
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CFP®, Series 63, Series 66
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ChFC®, Series 63, Series 65
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Series 65
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