Michael Geisen
Michael Geisen is a registered investment advisor at Janney Montgomery Scott LLC, based in Riverhead, NY, with 28 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
1116 Main Road, Suites 1 & 2, Riverhead, NY, 11901
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Regulatory History (1)
Customer Dispute
July 2018Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Colin Winthrop & CO., INC.Broker
Sterling Foster & Company, INC.Broker
State Registrations24 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.