Paul Karsevar
Paul Karsevar is a registered investment advisor at Janney Montgomery Scott LLC, based in Wyncote, PA, with 43 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
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Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
8101 Washington Lane, 1st Floor, Wyncote, PA, 19095-1618
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Regulatory History (1)
Customer Dispute
April 1996Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Gruntal & CO. IncorporatedBroker
Herzfeld & Stern INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.