Erik Fromm
Erik Fromm is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Washington, DC, with 16 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
1255 23rd Street NW, Suite 810, Washington, DC, 20037-1102
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Regulatory History (1)
Customer Dispute
August 2016Other Business Activities
Erik is a board member for Litchfield Plantation Association and Waccamaw Community Foundation, managing neighborhood affairs and overseeing charitable initiatives, respectively. He also co-hosts The Salty Golfer Podcast, assisting with social media content.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
State Registrations40 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.