Daniel Mantell is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Boston, MA, with 7 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
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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
60 State Street, Suite 1350, Boston, MA, 02109-1803
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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.
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Daniel serves as an election official for the Town of Hanover, running elections a few days per year. He also sits on the Board of Advisors for Western New England University, dedicating minimal time to advising the President on academic programs.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Calibre Advisory Services INC.
State Registrations29 states
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