Geoffrey Beringer
Geoffrey Beringer is a registered investment advisor at Janney Montgomery Scott LLC, based in Darien, CT, with 37 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
800 Post Road, 2nd Floor, Darien, CT, 06820
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Regulatory History (1)
Customer Dispute
July 2019Other Business Activities
Geoffrey is the president of the Myles M. Beringer Foundation and president elect of Darien Rotary, dedicating minimal time to each. He also helps with household concerns for the United Church of Rowayton, spending minimal time per month.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.
Advest, INC.Broker
State Registrations42 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.