Courtney Kasenchak
Courtney Kasenchak is a registered investment advisor at Janney Montgomery Scott LLC, based in Williamsport, PA, with 17 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
25 West Third Street, Suite 600, Williamsport, PA, 17701
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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.
Learn about disclosures →Other Business Activities
Courtney is an advisory council member for the East Lycoming YMCA, advising on community needs, particularly childcare and education. This non-investment related activity requires minimal time and is not compensated.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations29 states
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