BC
CFP
BC
CFP

Bryan Carney

18 Years of Experience
Westminster, MD
Broker

Bryan Carney is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Westminster, MD, with 18 years of industry experience. Bryan 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.

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
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Location

15 E. Main Street, Suite 218, Westminster, MD, 21157

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Janney Montgomery Scott LLC
November 2013 - Present · 12 yrs 11 mos
Janney Montgomery Scott LLCBroker
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - November 2013 · 4 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2013 · 4 yrs 5 mos
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
State Registrations31 states
ALARCACOCTDCDEFLGAHIIDKYMAMDMEMONCNHNJNVNYOHORPASCTNTXVAVTWAWV
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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