Stacey Altemus
Stacey Altemus is a registered investment advisor at Janney Montgomery Scott LLC, based in Greenville, DE, with 19 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
20 Montchanin Road, Suite 120, Greenville, DE, 19807
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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.
Learn about disclosures →Other Business Activities
Stacey is a volunteer board member for the Delaware Institute for the Arts in Education (DiAE), attending meetings and providing oversight. This activity is not compensated, not investment related, and takes minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
State Registrations18 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.