Patrick Witheril
Patrick Witheril is a registered investment advisor at Janney Montgomery Scott LLC, based in Westbrook, CT, 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
Number of Clients
Average Client Portfolio
Assets Under Management
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
1551 Boston Post Road, 2nd Floor, Westbrook, CT, 06498
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2004Customer Dispute
March 2003Customer Dispute
February 2002Other Business Activities
Patrick is the Vice President of the Shoreline East Chapter of Business Networking International (BNI) in Madison, CT. This is an administrative role that takes about 10-20% of his time and is not compensated.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Shearson Lehman Hutton INC.Broker
Advest, INC.Broker
State Registrations17 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.