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Scott Singer

17 Years of Experience
Aiken, SC
Broker

Scott Singer is a registered investment advisor at Janney Montgomery Scott LLC, based in Aiken, SC, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

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Location

401 Park Avenue SW, Suite B, Aiken, SC, 29801

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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.

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Other Business Activities

Scott is involved in several outside business activities, including the Kiwanis Club of Aiken, the Aiken-Augusta Wounded Warrior Gold Tournament, and the University of South Carolina Educational Foundation - Aiken Partnership. He also is a joint owner and board member of Aiken Health and Fitness, LLC, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Janney Montgomery Scott LLC
October 2015 - Present · 10 yrs 11 mos
Janney Montgomery Scott LLCBroker
October 2015 - Present · 10 yrs 11 mos
Previous Registrations
Edward Jones
March 2009 - October 2015 · 6 yrs 7 mos
Edward JonesBroker
February 2009 - October 2015 · 6 yrs 8 mos
State Registrations33 states
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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.