Philip Fried
Philip Fried is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Cary, NC, 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
2128 High House Road, Suite 201, Cary, NC, 27519
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Philip owns a vacation home in Madeira Beach, Florida since 2020, primarily for personal use. On rare occasions, the property may be rented out, but it is not investment-related.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Gruntal & CO. IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations26 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.