Mario Medina
Mario Medina is a registered investment advisor at Janney Montgomery Scott LLC, based in Ft. Lauderdale, FL, with 15 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
200 SW First Avenue, Suite 900, Ft. Lauderdale, FL, 33301
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Regulatory History
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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Mario owns and operates PLG Creations, LLC, a content creation company focused on video game streaming, dedicating about 10-20% of his time to it. He also volunteers with the D.A.D.S. Club at his sons' school, spending minimal time on this activity.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
1st Bridgehouse Securities, LLCBroker
State Registrations41 states
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