Mafalda Villani is a registered investment advisor at Janney Montgomery Scott LLC, based in New York, NY, with 22 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
1166 Avenue of the Americas, 21st Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mafalda owns rental property with her husband, dedicating minimal time per month. She also serves as a board member and VP for the Southern Lehigh Swim Team, spending minimal time on board meetings and event planning.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations33 states
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