SK
CFP
SK
CFP

Scott Kaminsky

28 Years of Experience
BERWYN (Valley Forge), PA
2 DisclosuresBroker

Scott Kaminsky is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in BERWYN (Valley Forge), PA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

Loading...

Location

1235 Westlakes Drive, Suite 225, BERWYN (Valley Forge), PA, 19312

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
February 2020
Denied
Customer Dispute
December 2012
Denied
Other Business Activities

Scott owns Senkai Strength LLC, a fitness gym, since May 2023. The day-to-day operations are managed by his son and a gym consultant, and Scott devotes minimal time to this compensated activity.

Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
June 2022 - Present · 4 yrs 1 mo
Janney Montgomery Scott LLC
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2014 - June 2022 · 8 yrs 1 mo
Wells Fargo Clearing Services, LLC
May 2014 - June 2022 · 8 yrs 1 mo
Morgan Stanley
May 2010 - May 2014 · 4 yrs
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
Morgan Stanley Dw INC.Broker
March 1997 - July 2006 · 9 yrs 4 mos
State Registrations24 states
ALAZCACODCDEFLGAILLAMAMDMINCNJNVNYOHPASCTNTXVAWA
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.