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Philip Blumel

Janney Montgomery Scott LLC
29 Years of Experience
Palm Beach Gardens, FL
2 DisclosuresBroker
View SEC Summary
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Philip Blumel is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Palm Beach Gardens, FL, with 29 years of industry experience. Philip 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.

Janney Montgomery Scott LLC
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
—
View Full SEC Brochure

Location

3001 PGA Boulevard, Suite 200, Palm Beach Gardens, FL, 33410

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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 2011
Settled
Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Philip is the president of U.S. Term Limits, a non-profit advocacy group, since 2007. He dedicates a few hours per week to public speaking, serving as a board member, and acting as the primary contact with the executive director, without compensation.

Employment History
Current Registrations
Janney Montgomery Scott LLC
July 2021 - Present · 5 yrs 3 mos
Janney Montgomery Scott LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
December 1996 - August 2021 · 24 yrs 8 mos
Raymond James & Associates, INC.Broker
December 1996 - August 2021 · 24 yrs 8 mos
State Registrations24 states
AZCACOFLGAIDILINMAMDMIMNMSNCNJNYOHORPASCTXVAWAWY
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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