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Whitney Boucher

Janney Montgomery Scott LLC
35 Years of Experience
Boston, MA
4 DisclosuresBroker
View SEC Summary
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Whitney Boucher is a registered investment advisor at Janney Montgomery Scott LLC, based in Boston, MA, with 35 years of industry experience. Whitney 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

60 State Street, Suite 1350, Boston, MA, 02109-1803

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History

Regulatory History (4)
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.
Customer Dispute
September 2015
Settled
Customer Dispute
August 2012
Award / Judgment
Customer Dispute
August 2012
Settled
Customer Dispute
February 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
January 2006 - Present · 20 yrs 9 mos
Janney Montgomery Scott LLCBroker
December 1995 - Present · 30 yrs 10 mos
Previous Registrations
Janney Montgomery Scott LLC
November 1995 - December 2005 · 10 yrs 1 mo
Painewebber IncorporatedBroker
December 1990 - November 1995 · 4 yrs 11 mos
State Registrations33 states
AZCACOCTDCFLGAHIKSKYLAMAMDMEMIMNMSNCNENHNJNYOKORPARISCTNTXVAVTWAWI
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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