Steven Fox
Steven Fox is a registered investment advisor at Janney Montgomery Scott LLC, based in Montvale, NJ, 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
200 Market Street, Suite 203, Montvale, NJ, 07645
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Regulatory History (1)
Employment Separation After Allegations
May 2012Other Business Activities
Steven is the President/Board Member of Park Ridge Rotary and Co-President of Montvale Chamber of Commerce, both community-based organizations. He dedicates minimal time to each role, focusing on meetings, events, networking, and philanthropic needs.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
David Lerner Associates, INC.Broker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
State Registrations20 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.