Michael Lynfield
Michael Lynfield is a registered investment advisor at Janney Montgomery Scott LLC, based in Fairfield, CT, 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
2150 Post Road, 2nd Floor, Fairfield, CT, 06824-5669
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
July 2012Other Business Activities
Michael serves as trustee for his father and holds power of attorney for his mother, both investment-related activities requiring minimal time. He also serves as secretary for the Dulwich College USA Alumni Association, organizing an annual dinner party, which also requires minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Advest, INC.
Advest, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
First Union Capital Markets CORP.Broker
Butcher & Singer INC.Broker
State Registrations19 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.