NM
NM

Norman Mielziner

56 Years of Experience
New Hope, PA
1 DisclosureBroker

Norman Mielziner is a registered investment advisor at Janney Montgomery Scott LLC, based in New Hope, PA, with 56 years of industry experience. Norman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6236 Lower York Road, New Hope, PA, 18938

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History

Regulatory History (1)
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Criminal
February 1967
Final Disposition
Employment History
Current Registrations
Janney Montgomery Scott LLC
June 2006 - Present · 20 yrs 4 mos
Janney Montgomery Scott LLC
December 1969 - Present · 56 yrs 10 mos
Janney Montgomery Scott LLCBroker
December 1969 - Present · 56 yrs 10 mos
State Registrations26 states
AZCACTDCDEFLGAILINLAMAMDMEMIMNNCNJNMNVNYOHPARITXVAWA
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.
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