Susan Whitesell
Susan Whitesell is a registered investment advisor at Janney Montgomery Scott LLC, based in Wilkes-Barre, PA, 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
613 Baltimore Drive, Suite 202, Wilkes-Barre, PA, 18702
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Regulatory History (1)
Customer Dispute
October 2023Other Business Activities
Susan is a member and Vice President of the Wilkes Barre Women's Organization for Networking (WWON). She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Fleet Securities INC.Broker
Fmg Securities CORP.Broker
Natwest Investor Services CorporationBroker
PNC Securities CORPBroker
First Eastern Brokerage Services, INC.Broker
State Registrations32 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.