T. Gary
T. Gary is a registered investment advisor at Janney Montgomery Scott LLC, based in Palm Beach Gardens, FL, with 55 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
3001 PGA Boulevard, Suite 200, Palm Beach Gardens, FL, 33410
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Regulatory History (1)
Customer Dispute
June 2017Other Business Activities
T. owns two rental properties, dedicating minimal time per month. T. also co-owns a racehorse and is a partner in Polaris Investment Management, spending about 10-20% of his time managing investment models.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Compulife Investor Services, INC.Broker
Williams Securities Group, INC.Broker
Crown Financial Associates, INC.Broker
Southeast Bank Brokerage Service, INC.Broker
Palm Beach Capital Services, INC.Broker
Painewebber IncorporatedBroker
Dupont Glore Forgan IncorporatedBroker
Paine, Webber, Jackson & Curtis IncorporatedBroker
State Registrations21 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.