Kevin Charos
Kevin Charos is a registered investment advisor at Janney Montgomery Scott LLC, based in Red Bank, 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
322 Rt. 35, Suite 110, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (2)
Financial
March 2018Customer Dispute
February 2015Other Business Activities
Kevin is involved in several outside business activities, including managing the Kevin Charos Family LP for estate tax purposes, owning a portion of Earagail LLC, and owning rental properties. He also serves as a co-executor of a will, dedicating minimal time to this role.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
C.E. Unterberg, Towbin (a California Limited Partnership)Broker
M. H. Meyerson & CO., INC.Broker
Barrett Day Securities, INC.Broker
Barrett Day Securities, INC.Broker
Individual's Securities LTD.Broker
Greentree Securities CORP.Broker
State Registrations16 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.