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Gerard Binder

32 Years of Experience
Wyncote, PA
1 DisclosureBroker

Gerard Binder is a registered investment advisor at Janney Montgomery Scott LLC, based in Wyncote, PA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

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Location

8101 Washington Lane, 1st Floor, Wyncote, PA, 19095-1618

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History

Regulatory History (1)
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Customer Dispute
February 2008
Denied
Employment History
Current Registrations
Janney Montgomery Scott LLC
February 2009 - Present · 17 yrs 3 mos
Janney Montgomery Scott LLCBroker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - February 2009 · 3 yrs
Legg Mason Wood Walker, IncorporatedBroker
July 1993 - February 2006 · 12 yrs 7 mos
State Registrations28 states
AZCACOCTDEFLGAHIIDILKSMAMDMOMSNCNJNMNVNYOHORPASCTXVAWAWV
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.