Kathleen Zelenka
Kathleen Zelenka is a registered investment advisor at Janney Montgomery Scott LLC, based in Yardley, PA, with 31 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
1010 Stony Hill Road, Suite 300, Yardley, PA, 19067
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Regulatory History (1)
Customer Dispute
December 2003Other Business Activities
Kathleen is a board member of the Cedar Hollow Condominium Association since 2002, dedicating minimal time each month. She meets quarterly to review by-laws and the budget for her homeowner's association.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Prudential Securities IncorporatedBroker
Wheat, First Securities, INC.Broker
Smith Barney INC.Broker
State Registrations33 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.