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Steve Condos

Janney Montgomery Scott LLC
36 Years of Experience
New York, NY
2 DisclosuresBroker
View SEC Summary
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Steve Condos is a registered investment advisor at Janney Montgomery Scott LLC, based in New York, NY, with 36 years of industry experience. Steve is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Janney Montgomery Scott LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1166 Avenue of the Americas, 21st Floor, New York, NY, 10036

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2010
Final
Regulatory
February 2010
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
March 2026 - Present · 7 mos
Janney Montgomery Scott LLC
March 2026 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2023 - February 2026 · 2 yrs 5 mos
J.P. Morgan Securities LLCBroker
September 2023 - February 2026 · 2 yrs 5 mos
J.P. Morgan Private Wealth Advisors LLC
October 2021 - March 2025 · 3 yrs 5 mos
First Republic Securities Company, LLCBroker
May 2020 - September 2023 · 3 yrs 4 mos
Morgan Stanley
May 2020 - May 2020 · 0 mos
Morgan StanleyBroker
June 2009 - May 2020 · 10 yrs 11 mos
Citigroup Global Markets INC.Broker
March 2005 - June 2009 · 4 yrs 3 mos
Oppenheimer & CO. INC.Broker
January 2003 - March 2005 · 2 yrs 2 mos
Cibc World Markets CORP.Broker
October 1998 - January 2003 · 4 yrs 3 mos
M. J. Whitman, INC.Broker
December 1997 - October 1998 · 10 mos
Painewebber IncorporatedBroker
February 1994 - December 1997 · 3 yrs 10 mos
Lehman Brothers INC.Broker
June 1990 - March 1994 · 3 yrs 9 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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