Kirk Pickell
Kirk Pickell is a registered investment advisor at Janney Montgomery Scott LLC, based in Warwick, RI, 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
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
475 Kilvert Street, Suite 330, Warwick, RI, 02886
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2020Customer Dispute
September 2010Employment Separation After Allegations
August 2002Other Business Activities
Kirk is involved in several real estate ventures, including Timber Properties LLC, Pinnacle Partners, Gorpick LLC, KP QOZB LLC, WildAcre Wrentham LLC, Wild Acre Woods LLC, and Gansett LLC. He also serves as President of the 100 Club of Rhode Island and is a board member of the Narragansett Lions Club, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
State Registrations26 states
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