William Barth
William Barth is a registered investment advisor at Janney Montgomery Scott LLC, based in SEWICKLEY (Wexford), 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
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
2200 Georgetown Drive, Suite 400, SEWICKLEY (Wexford), PA, 15143
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Regulatory History (1)
Customer Dispute
November 2001Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
State Registrations36 states
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