SG
SG

Scott Greenspon

25 Years of Experience
Garden City, NY
Broker

Scott Greenspon is a registered investment advisor at Janney Montgomery Scott LLC, based in Garden City, NY, with 25 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

1001 Franklin Avenue, Suite 202, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Janney Montgomery Scott LLC
September 2016 - Present · 9 yrs 8 mos
Janney Montgomery Scott LLCBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2010 - March 2016 · 5 yrs 9 mos
Morgan Stanley
June 2010 - March 2016 · 5 yrs 9 mos
Wells Fargo Advisors, LLCBroker
April 2006 - May 2010 · 4 yrs 1 mo
Wells Fargo Advisors, LLC
April 2006 - May 2010 · 4 yrs 1 mo
Citicorp Investment Services
March 2005 - September 2005 · 6 mos
Citicorp Investment ServicesBroker
March 2005 - September 2005 · 6 mos
Banc of America Investment Services, INC.
October 2004 - January 2005 · 3 mos
Banc of America Investment Services, INC.Broker
October 2004 - January 2005 · 3 mos
Quick & Reilly, INC.
July 2004 - October 2004 · 3 mos
Quick & Reilly, INC.Broker
February 2004 - October 2004 · 8 mos
Metlife Securities INC.Broker
May 2001 - October 2003 · 2 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
May 2001 - October 2003 · 2 yrs 5 mos
AXA Advisors, LLCBroker
February 2001 - April 2001 · 2 mos
Bluestone Capital Partners, L.P.Broker
March 1999 - October 2000 · 1 yr 7 mos
Gaines, Berland INC.Broker
May 1998 - April 1999 · 11 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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