Philip Blumel
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. 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
3001 PGA Boulevard, Suite 200, Palm Beach Gardens, FL, 33410
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Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
October 2008Other 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
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, 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.