Matthew Lerch is a registered investment advisor at Janney Montgomery Scott LLC, based in Clarion, PA, with 35 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
162 South Second Avenue, Applewood Center, Clarion, PA, 16214
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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.
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Matthew is a board member and Program Committee Chairman for the Clarion Rotary Board since 2020, dedicating minimal time. He is also a board member for the Clarion County Economic Development Corporation, attending monthly meetings and dedicating minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Parker/hunter IncorporatedBroker
State Registrations33 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.