Daniel Verbic
Daniel Verbic is a registered investment advisor at Janney Montgomery Scott LLC, based in Hunt Valley, MD, with 32 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
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.