Peter Costanzo
Peter Costanzo is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Lancaster, PA, with 32 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
1650 Crooked Oak Drive, Suite 100, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2003Employment Separation After Allegations
April 1997Other Business Activities
Peter owns rental property in Long Beach Island, NJ, since 2019. He rents the property when he is unable to use it as a vacation home, dedicating minimal time to this activity.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Wheat, First Securities, INC.Broker
State Registrations28 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.
Exams
More Advisors
- Adam Runk, CFAJanney Montgomery Scott LLC
- John OdellJanney Montgomery Scott LLC
- Sheryl Oswald, CFPJanney Montgomery Scott LLC
- Jaidan Piper, CFPFaithward Advisors, LLC
- David Smith, ChFCOsaic Wealth, INC.
- Rick Rodgers, CFPRodgers & Associates