Michael Dadko
Michael Dadko is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Stuart, FL, with 27 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
309 SE Osceola Street, Suite 207/208, Stuart, FL, 34994
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2012Customer Dispute
March 2009Customer Dispute
December 2008Customer Dispute
September 2001Other Business Activities
Michael is involved in several volunteer activities, including serving on the advisory board for Martin Health Systems, as a trustee for the Stuart/Martin County Chamber of Commerce (managing their 401k plan), and on various committees related to the Florida 19th Circuit and Holy Redeemer Catholic Church. These activities require minimal time commitment and are largely not investment-related.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations32 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.