EF
PFS
EF
PFS

Elliott Footer

17 Years of Experience
Blue Bell, PA
Broker

Elliott Footer is a PFS-designated registered investment advisor at Janney Montgomery Scott LLC, based in Blue Bell, PA, with 17 years of industry experience. Elliott 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

1767 Sentry Parkway West, Suite 110, Blue Bell, PA, 19422-2202

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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

Elliott prepares tax returns, dedicating about 10-20% of his time to this activity. He also serves as Secretary for The Footer Family Foundation, a charitable organization, spending minimal time on this role.

Employment History
Current Registrations
Janney Montgomery Scott LLC
October 2009 - Present · 17 yrs
Janney Montgomery Scott LLCBroker
September 2009 - Present · 17 yrs 1 mo
State Registrations18 states
CACOCTDCDEFLGAILMDNCNJNYOHPASCTXUTVA
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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