William Murdoch
William Murdoch is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Osterville, MA, with 41 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
804 Main Street, 1st Floor, Osterville, MA, 02655-2047
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 1999Customer Dispute
April 1987Other Business Activities
William co-owns vacation rental properties in Florida, handling property upkeep and related duties. He also chairs the Town of Barnstable Trust Fund Advisory Committee, dedicating minimal time to reviewing the portfolio and suggesting disbursements.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Janney Montgomery Scott LLC
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations33 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.