Michael Reese
Michael Reese is a registered investment advisor at Janney Montgomery Scott LLC, based in Ligonier, PA, with 18 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
121 East Main Street, Ligonier, PA, 15658-1228
Get directionsHistory
Regulatory History (1)
Criminal
November 2002Other Business Activities
Michael is a limited partner in DMJM Group LP and a committee member and Vice Chair for The Community Foundation of Westmoreland County, dedicating minimal time to these roles. He also coaches for Hempfield Area Soccer Club, spending a few hours per week on this activity.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services INC.Broker
State Registrations32 states
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.