Elisa Sowers is a registered investment advisor at Janney Montgomery Scott LLC, based in Westbrook, CT, with 13 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
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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
1551 Boston Post Road, 2nd Floor, Westbrook, CT, 06498
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Regulatory History
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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Elisa owns Little Meadow Candle Company LLC, a retail business, since 2020. This legal entity operates the candle company and takes about 10-20% of her time.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Securities CorporationBroker
Allianz Global Investors Distributors LLCBroker
Usallianz Investor Services, LLCBroker
Fortis Securities INC.Broker
State Registrations52 states
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