Tamara Lee
Tamara Lee is a registered investment advisor at Janney Montgomery Scott LLC, based in Boston, MA, with 12 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
60 State Street, Suite 1350, Boston, MA, 02109-1803
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Regulatory History (1)
Customer Dispute
February 2024Other Business Activities
Tamara serves on the investment committee, personnel committee, and board of directors at Berkshire Place, a nonprofit retirement home and nursing care facility. These roles involve reviewing investment policies, advising on employee benefits, and overseeing various committees, requiring minimal time and are not investment-related.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations30 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.