GM
GM

Gary Mcgovern

39 Years of Experience
Boston, MA
Broker

Gary Mcgovern is a registered investment advisor at Janney Montgomery Scott LLC, based in Boston, MA, with 39 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

60 State Street, Suite 1350, Boston, MA, 02109-1803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Janney Montgomery Scott LLC
September 2020 - Present · 5 yrs 8 mos
Janney Montgomery Scott LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
January 2019 - September 2020 · 1 yr 8 mos
Raymond James & Associates, INC.Broker
August 2011 - September 2020 · 9 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - August 2011 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
July 1987 - January 2008 · 20 yrs 6 mos
Quick & Reilly, INC.Broker
May 1986 - July 1987 · 1 yr 2 mos
State Registrations25 states
CACOCTDEFLILINKYMAMDMEMONCNHNJNYORPARISCTNUTVAVirgin IslandsWI
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.
Gary Mcgovern - Financial Advisor | TrueAdvisor