Charles Millar is a registered investment advisor at Janney Montgomery Scott LLC, based in Albany, NY, 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
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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
22 Corporate Woods Boulevard, 4th Floor, Albany, NY, 12211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a director for Friends of Hudson Youth, a trustee and secretary/vice chairman for Columbia Greene Community College, and a director for the Hudson Industrial Development Agency. He also serves on the audit committee for the Columbia Green Community College Foundation, dedicating minimal time to each role.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Goldman, Sachs & CO.Broker
Johnston, Lemon & CO. IncorporatedBroker
State Registrations33 states
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