Michael Vergari is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Hazleton, PA, with 14 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
631 Airport Road, 200 Laurel Professional Center, Hazleton, PA, 18202
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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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Michael is a volunteer board member for the Conyngham Valley Civic Organization and serves on the Pastor Relations Committee for Black Creek United Methodist Church. Both activities are uncompensated, not investment-related, and require minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Edward Jones
Edward JonesBroker
State Registrations30 states
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