MH
MH

Michael Hassell

31 Years of Experience
Radnor, PA
2 DisclosuresBroker

Michael Hassell is a registered investment advisor at Janney Montgomery Scott LLC, based in Radnor, PA, with 31 years of industry experience. Michael 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 Radnor-Chester Road, Suite B-100, Radnor, PA, 19087

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Denied
Customer Dispute
July 2001
Award / Judgment
Employment History
Current Registrations
Janney Montgomery Scott LLC
February 2019 - Present · 7 yrs 8 mos
Janney Montgomery Scott LLCBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - March 2019 · 8 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2006 - December 2006 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - March 2019 · 12 yrs 10 mos
Citigroup Global Markets INC.Broker
March 2001 - May 2006 · 5 yrs 2 mos
Prudential Securities IncorporatedBroker
June 1998 - March 2001 · 2 yrs 9 mos
Wheat, First Securities, INC.Broker
May 1995 - June 1998 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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