Daniel Verbic
Daniel Verbic is a registered investment advisor at Janney Montgomery Scott LLC, based in Hunt Valley, MD, with 33 years of industry experience. Daniel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $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
Location
40 Wight Avenue, Suite 510, Hunt Valley, MD, 21030
Get directionsHistory
Regulatory History (3)
Regulatory
September 1997Customer Dispute
October 1995Customer Dispute
June 1995Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Goldman, Sachs & CO.Broker
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.
Exams
More Advisors
- Scott PattersonJanney Montgomery Scott LLC
- Laurence Seiden, CFP, ChFCJanney Montgomery Scott LLC
- Jordan Higgins, CFPJanney Montgomery Scott LLC
- Dale Waters, CFPMorgan Stanley
- Robert Ellrich, CFPOsaic Wealth, INC.
- Jacob Fenlason, CFPOsaic Wealth, INC.