Whitney Boucher
Whitney Boucher is a registered investment advisor at Janney Montgomery Scott LLC, based in Boston, MA, 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
60 State Street, Suite 1350, Boston, MA, 02109-1803
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2015Customer Dispute
August 2012Customer Dispute
August 2012Customer Dispute
February 2011Other Business Activities
Whitney is on the executive committee of the alumni council for the men's lacrosse program at Lafayette College since 1976. This non-investment related activity requires minimal time and is not compensated.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Janney Montgomery Scott LLC
Painewebber 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.