MH
CFP
MH
CFP

Mandie Hendricks

13 Years of Experience
Wilkes-Barre, PA
Broker

Mandie Hendricks is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Wilkes-Barre, PA, with 13 years of industry experience. Mandie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1336 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

613 Baltimore Drive, Suite 202, Wilkes-Barre, PA, 18702

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.

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Other Business Activities

Mandie is a volunteer board member for Freeland YMCA and Luzerne County Community College Foundation since May 2023. She spends minimal time each month attending meetings, volunteering, and fundraising for both organizations.

Employment History
Current Registrations
Janney Montgomery Scott LLC
July 2021 - Present · 5 yrs 3 mos
Janney Montgomery Scott LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - July 2021 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - July 2021 · 9 yrs
State Registrations25 states
AZCACOCTDCDEFLGAIAILLAMAMDMNNCNJNVNYOHPASCTNTXVAVT
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.
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