Sandra Lashmit
Sandra Lashmit is a registered investment advisor at Janney Montgomery Scott LLC, based in Boca Raton, FL, 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
2385 NW Executive Center Drive, Suite 200, Boca Raton, FL, 33431
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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.
Learn about disclosures →Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Northern Trust Securities, INC.Broker
Oppenheimer & CO. INC.Broker
Stanford Group CompanyBroker
Janney Montgomery Scott LLCBroker
Advest, INC.Broker
Jw Charles Securities,inc.Broker
D. Blech & Company, IncorporatedBroker
Gruntal & CO. IncorporatedBroker
Great Western Financial Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Global Capital Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Hanifen, Imhoff Securities CORP.Broker
Graystone Nash, INC.Broker
State Registrations3 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.