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Manly Church

27 Years of Experience
Mystic, CT
2 DisclosuresBroker

Manly Church is a registered investment advisor at Janney Montgomery Scott LLC, based in Mystic, CT, 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
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

60 Willow Street, Suite 101, Mystic, CT, 06355

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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
June 2003
Award / Judgment
Customer Dispute
July 2002
Settled
Employment History
Current Registrations
Janney Montgomery Scott LLC
March 2022 - Present · 4 yrs 2 mos
Janney Montgomery Scott LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
November 2012 - April 2022 · 9 yrs 5 mos
UBS Financial Services INC.Broker
November 2012 - April 2022 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2000 - November 2012 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - November 2012 · 12 yrs 4 mos
MML Investors Services, INC.Broker
July 1998 - June 2000 · 1 yr 11 mos
State Registrations21 states
AZCACTFLGAILMAMDMINCNHNVNYPARISCTNTXVAVTWA
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.