Allan Lynn is a registered investment advisor at Janney Montgomery Scott LLC, based in Bedminster, NJ, with 38 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
1580 Route 206 North, Bedminster, NJ, 07921
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Regulatory History
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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Allan is the proprietor/owner of Mendham Capital Management, an independent RIA, spending minimal time managing accounts. He also dedicates full-time hours to a support company/DBA for Mendham Capital Management, providing financial advisory services.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Mendham Capital Management, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Fleet Securities INC.Broker
Fleet Enterprises, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Gruntal & CO. IncorporatedBroker
Mabon, Nugent & CO.Broker
Cigna Securities, INC.Broker
Mclaughlin, Piven, Vogel INC.Broker
State Registrations23 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.