GK
GK

Gregory Kuhn

21 Years of Experience
New Hope, PA
1 DisclosureBroker

Gregory Kuhn is a registered investment advisor at Janney Montgomery Scott LLC, based in New Hope, PA, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

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Location

6236 Lower York Road, New Hope, PA, 18938

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2013
Award / Judgment
Employment History
Current Registrations
Janney Montgomery Scott LLC
April 2021 - Present · 5 yrs 1 mo
Janney Montgomery Scott LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - April 2021 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - April 2021 · 9 yrs 7 mos
Wells Fargo Advisors, LLC
August 2009 - September 2011 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
April 2009 - September 2011 · 2 yrs 5 mos
Butcher & Singer INC.Broker
October 1989 - September 1990 · 11 mos
Shearson Lehman Hutton INC.Broker
April 1988 - July 1989 · 1 yr 3 mos
Thomson Mckinnon Securities INC.Broker
December 1986 - May 1988 · 1 yr 5 mos
Pruco Securities CorporationBroker
January 1986 - December 1986 · 11 mos
State Registrations15 states
CACOCTFLIAMAMDNCNJNYOHPATNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.