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Albert Grenert

Janney Montgomery Scott LLC
33 Years of Experience
Charlotte, NC
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Albert Grenert is a registered investment advisor at Janney Montgomery Scott LLC, based in Charlotte, NC, with 33 years of industry experience. Albert 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.

Janney Montgomery Scott LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1336 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4064 Colony Road, Two Morrocroft Centre, Suite 450, Charlotte, NC, 28211

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History

Regulatory History (2)
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.
Customer Dispute
February 2002
Denied
Customer Dispute
February 1999
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
December 2025 - Present · 10 mos
Janney Montgomery Scott LLC
December 2025 - Present · 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2016 - December 2025 · 9 yrs 1 mo
Wells Fargo Advisors
November 2016 - December 2025 · 9 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2009 - November 2016 · 7 yrs 1 mo
Ameriprise Financial Services, INC.
October 2009 - November 2016 · 7 yrs 1 mo
Ameriprise Advisor Services, INC.
June 2005 - October 2009 · 4 yrs 4 mos
Ameriprise Advisor Services, INC.Broker
June 2005 - October 2009 · 4 yrs 4 mos
Wachovia Securities, LLC
December 2001 - June 2005 · 3 yrs 6 mos
Wachovia Securities, LLCBroker
October 2000 - June 2005 · 4 yrs 8 mos
First Union Brokerage Services, INC.Broker
March 1996 - October 2000 · 4 yrs 7 mos
Interstate/johnson Lane CorporationBroker
November 1994 - February 1996 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
November 1992 - December 1994 · 2 yrs 1 mo
State Registrations31 states
ALARAZCADEFLGAILINKYMDMEMIMNMONCNHNJNMNVNYOHOKORPASCTNTXVAWIWV
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.
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