Andrew Vitek
Andrew Vitek is a registered investment advisor at Janney Montgomery Scott LLC, based in Wyncote, PA, 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
8101 Washington Lane, 1st Floor, Wyncote, PA, 19095-1618
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2019Customer Dispute
May 2019Customer Dispute
November 2010Other Business Activities
Andrew owns and operates several car-related businesses, including an eBay site and online car sales, dedicating a few hours per week. He also serves as a board member for the World Optometry Foundation and Liguori Academy, spending minimal time on these activities.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Dw INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
H.J. Meyers & CO., INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations22 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.