Kevin Smith is a CFP, ChFC-designated registered investment advisor at Janney Montgomery Scott LLC, based in York, PA, with 24 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
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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
1700 Westgate Drive, Suite 103, York, PA, 17408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin co-owns rental property inherited in 1986 and dedicates minimal time to it. He is also involved in several non-profit organizations, including Leave a Legacy York County, Family First Health, Women's Care Center, and Kindness Worldwide, spending about a quarter of his time on Kindness Worldwide.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations33 states
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