MM
CFP
MM
CFP

Mark Madvedoff

45 Years of Experience
Wyncote, PA
Broker

Mark Madvedoff is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Wyncote, PA, with 45 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8101 Washington Lane, 1st Floor, Wyncote, PA, 19095-1618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Janney Montgomery Scott LLC
August 2005 - Present · 21 yrs 2 mos
Janney Montgomery Scott LLCBroker
September 1981 - Present · 45 yrs 1 mo
State Registrations25 states
AZCACTDCDEFLGAILMAMDMEMINCNHNJNMNVNYORPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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