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Gary Vescio

28 Years of Experience
Palm Beach Gardens, FL
2 DisclosuresBroker

Gary Vescio is a registered investment advisor at Janney Montgomery Scott LLC, based in Palm Beach Gardens, FL, 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.

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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
May 2016
Denied
Customer Dispute
March 2003
Award / Judgment
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
October 2022 - Present · 3 yrs 9 mos
Janney Montgomery Scott LLC
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
July 2014 - October 2022 · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
July 2014 - October 2022 · 8 yrs 3 mos
UBS Financial Services INC.
December 2008 - July 2014 · 5 yrs 7 mos
UBS Financial Services INC.Broker
December 2008 - July 2014 · 5 yrs 7 mos
Wachovia Securities, LLCBroker
July 2003 - December 2008 · 5 yrs 5 mos
Wachovia Securities, LLC
July 2003 - December 2008 · 5 yrs 5 mos
Prudential Securities Incorporated
November 1997 - July 2003 · 5 yrs 8 mos
Prudential Securities IncorporatedBroker
November 1997 - July 2003 · 5 yrs 8 mos
State Registrations29 states
ARCACOCTFLGAILINMAMDMEMNMTNCNHNJNMNVNYOHOKPASCTNUTVAVTWAWI
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.