Asa Cort
Asa Cort is a registered investment advisor at Janney Montgomery Scott LLC, based in New Haven, CT, 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
321 Whitney Avenue, New Haven, CT, 06511
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Regulatory History (1)
Financial
August 2018Other Business Activities
Asa is a co-founder of The Cort Family Foundation, Inc., which provides scholarships, food, and support to other non-profits. This activity takes a few hours per week.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
People's Securities, INC.Broker
Pruco Securities, LLC.Broker
P.J. Robb Variable CorporationBroker
Signator Investors, INC.Broker
State Registrations2 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.