Advisor at Janney Montgomery Scott
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Firm
Janney Montgomery Scott
Location
Sunbury, PA 17801-2003
Credentials
Series 66
Industry experience
5 years
Michael Miller is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has been with Janney since 2017. Prior to joining Janney, he worked at Surplus Outlet from 2012 to 2016. 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 institutions, offering a range of portfolio management, financial planning, retirement advisory, and brokerage 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.
309 North 5 Th Street, Suite C
Sunbury, PA 17801-2003
Pennsylvania
Janney Montgomery Scott, LLC
2017 - Present (9 years)
Unemployed
2016 - 2017 (1 year)
Surplus Outlet
2012 - 2016 (4 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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