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Donald Strangfeld

33 Years of Experience
Montvale, NJ
Broker

Donald Strangfeld is a registered investment advisor at Janney Montgomery Scott LLC, based in Montvale, NJ, with 33 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

200 Market Street, Suite 203, Montvale, NJ, 07645

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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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Other Business Activities

Donald owns a rental property and dedicates minimal time to managing it. He also serves as co-chair of the NJ Symphony Orchestra Board, spending about a quarter of his time in this uncompensated role.

Employment History
Current Registrations
Janney Montgomery Scott LLC
August 2005 - Present · 20 yrs 11 mos
Janney Montgomery Scott LLCBroker
June 1996 - Present · 30 yrs 1 mo
Previous Registrations
Fleet Enterprises, INC.Broker
October 1994 - May 1996 · 1 yr 7 mos
Wall Street Investor ServicesBroker
February 1992 - March 1994 · 2 yrs 1 mo
Wall Street Clearing CompanyBroker
January 1989 - February 1989 · 1 mo
State Registrations42 states
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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.