Todd Buonocore is a registered investment advisor at Janney Montgomery Scott LLC, based in Greenville, DE, 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.
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.
20 Montchanin Road, Suite 120, Greenville, DE, 19807
Get directionsTodd serves as a personal representative for his brother and co-trustee for his father, both investment-related activities. He also acts as treasurer for Centerville Meadows Civic Association HOA, which involves sending invoices and paying bills, taking minimal time overall.
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.