Peter Adcroft
Peter Adcroft is a registered investment advisor at Janney Montgomery Scott LLC, based in Raleigh, NC, with 40 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
4140 Parklake Avenue, Glenlake One, Suite 300, Raleigh, NC, 27612
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Regulatory History (1)
Customer Dispute
May 2002Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
The Robinson-Humphrey Company INC.Broker
First Jersey Securities, INC.Broker
State Registrations10 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.