Todd Bernstein
Todd Bernstein is a registered investment advisor at Janney Montgomery Scott LLC, based in Ponte Vedra Beach, FL, with 34 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
814 North Highway A1A, Suite 203, Ponte Vedra Beach, FL, 32082-3298
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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.
Learn about disclosures →Other Business Activities
Todd is a board member of The Maserati Club of the Southeast, a car club, since 2016. He spends minimal time planning events for the club.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
Advest, INC.
Advest, INC.Broker
Prudential Securities IncorporatedBroker
Barnett Investments, INC.Broker
Dean Witter Reynolds INC.Broker
Lehman Brothers INC.Broker
Advest, INC.Broker
State Registrations15 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.