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Michael Blankenship

33 Years of Experience
Palm Beach Gardens, FL
7 DisclosuresBroker

Michael Blankenship is a registered investment advisor at Janney Montgomery Scott LLC, based in Palm Beach Gardens, FL, with 33 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

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Location

3001 PGA Boulevard, Suite 200, Palm Beach Gardens, FL, 33410

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History

Regulatory History (7)
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.
Financial
December 2016
Final
Customer Dispute
October 2013
Denied
Customer Dispute
May 2004
Closed-No Action
Customer Dispute
October 2003
Settled
Employment Separation After Allegations
January 2003
Customer Dispute
January 2003
Settled
Customer Dispute
November 1999
Closed-No Action
Other Business Activities

Michael is a managing member of Fulcrum Stable, LLC since 2019, where he identifies horses to be purchased and raced. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Janney Montgomery Scott LLC
May 2005 - Present · 21 yrs
Janney Montgomery Scott LLCBroker
February 2003 - Present · 23 yrs 3 mos
Previous Registrations
Morgan Stanley
July 1999 - February 2003 · 3 yrs 7 mos
Morgan Stanley Dw INC.Broker
July 1999 - February 2003 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1992 - July 1999 · 7 yrs 3 mos
State Registrations31 states
AZCACOCTDEFLGAHIILKSKYMAMDMEMINCNDNJNMNVNYOHORPARISCTNTXVAVTWA
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.
Michael Blankenship - Financial Advisor | TrueAdvisor