MD
MD

Michael Dargusch

14 Years of Experience
Washington, DC
Broker

Michael Dargusch is a registered investment advisor at Janney Montgomery Scott LLC, based in Washington, DC, with 14 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

Loading...

Location

1255 23rd Street NW, Suite 810, Washington, DC, 20037-1102

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is the Committee Chair for a BSA Scout Troop and Venturing Crew, managing recruiting, funding, and logistics. This volunteer position takes minimal time and is not investment-related.

Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
May 2024 - Present · 2 yrs
Janney Montgomery Scott LLC
May 2024 - Present · 2 yrs
Previous Registrations
Truist Advisory Services, INC.
February 2021 - May 2024 · 3 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - May 2024 · 3 yrs 3 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
November 2013 - January 2018 · 4 yrs 2 mos
Bb&t Investment Services, INC.Broker
March 2013 - January 2018 · 4 yrs 10 mos
M&t Securities, INC.Broker
October 2011 - March 2013 · 1 yr 5 mos
State Registrations16 states
CTDCDEFLINKYMDNCNMNYPARISCTNTXVA
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.
Michael Dargusch - Financial Advisor | TrueAdvisor