Kevin Munoz
Kevin Munoz is a registered investment advisor at Janney Montgomery Scott LLC, based in Miami, FL, 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
8950 SW 74 Court, Suite 2005, Miami, FL, 33156
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Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Kevin owns and manages a firearm safety YouTube channel called Half Century Concealment LLC, dedicating about 10-20% of his time to it. He also owns residential rental property and serves as President of the Greenglade Villas Homeowners' Association, spending minimal time on each.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
PFS Investments INC.Broker
State Registrations14 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.