Paulette Street
Paulette Street is a registered investment advisor at Janney Montgomery Scott LLC, based in Charleston, WV, with 33 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
500 Virginia Street, Suite 1090, Charleston, WV, 25301
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Regulatory History (1)
Customer Dispute
October 2004Other Business Activities
Paulette is a member of the Board of Trustees at Elizabeth Memorial United Methodist Church, assisting with church maintenance since January 2024. This activity is not investment-related, uncompensated, and requires minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
First Union Capital Markets CORP.Broker
State Registrations14 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.