Michelle Keates is a registered investment advisor at Janney Montgomery Scott LLC, based in Linwood, NJ, with 31 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
401 New Road, 2nd Floor, Linwood, NJ, 08221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is a trustee for Stockton University and holds various positions within the university, including Investment Committee Chair, Advancement Committee Member, Secretary of the Board, and member of the Finance and Professional Services Committee. She also serves as a Board Member, Vice President, and Treasurer for Laurel Memorial Park Inc., an Associate Member of The Charity League of Atlantic County, and a Planned Gifts & Development Committee Member for Shore Medical Center.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Bessemer Investor Services, INC.Broker
Goldman, Sachs & CO.Broker
Nylife Securities INC.Broker
State Registrations19 states
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