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Brandon Levine

Janney Montgomery Scott LLC
19 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Brandon Levine is a registered investment advisor at Janney Montgomery Scott LLC, based in Palm Beach Gardens, FL, with 19 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Janney Montgomery Scott LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3001 PGA Boulevard, Suite 200, Palm Beach Gardens, FL, 33410

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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
May 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brandon owns a music publication and distribution business called "In 1st Place" since 2022. He dedicates minimal time to self-publishing music distribution and production via a website and streaming services.

Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
October 2022 - Present · 4 yrs
Janney Montgomery Scott LLC
October 2022 - Present · 4 yrs
Previous Registrations
Raymond James & Associates, INC.
July 2014 - October 2022 · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
July 2014 - October 2022 · 8 yrs 3 mos
UBS Financial Services INC.Broker
July 2010 - July 2014 · 4 yrs
UBS Financial Services INC.
July 2010 - July 2014 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2008 - June 2010 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - June 2010 · 1 yr 10 mos
Oppenheimer & CO. INC.Broker
July 2007 - July 2008 · 1 yr
State Registrations28 states
ARCACOCTDCFLGAILINMAMDMEMNMTNCNHNJNYOHOKPASCTNUTVAVTWAWI
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.
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