William Moore
William Moore is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Syracuse, NY, with 26 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
5784 Widewaters Parkway, Suite 2, Syracuse, NY, 13214
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
William is a board member of Liverpool Turkey Trot LLC, a charitable organization, since April 2024. He attends scheduled meetings, dedicating minimal time each month to this non-investment related activity.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations28 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.