MA
MA

Mitchell Altro

22 Years of Experience
Boca Raton, FL
1 DisclosureBroker

Mitchell Altro is a registered investment advisor at Janney Montgomery Scott LLC, based in Boca Raton, FL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

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Location

2385 NW Executive Center Drive, Suite 200, Boca Raton, FL, 33431

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Denied
Employment History
Current Registrations
Janney Montgomery Scott LLC
December 2014 - Present · 11 yrs 5 mos
Janney Montgomery Scott LLCBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Gilford Securities IncorporatedBroker
March 2010 - October 2014 · 4 yrs 7 mos
Kern, Suslow Securities, INC.Broker
June 2007 - March 2010 · 2 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
November 2003 - May 2007 · 3 yrs 6 mos
State Registrations32 states
ALARAZCACOCTDEFLGAILKSKYMAMDMIMONCNJNMNVNYOHORPARISCTNTXUTVAWAWV
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.
Mitchell Altro - Financial Advisor | TrueAdvisor