AV
CFP
AV
CFP

Alexandros Vlahos

12 Years of Experience
Aiken, SC
Broker

Alexandros Vlahos is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Aiken, SC, 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
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.

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Location

401 Park Avenue SW, Suite B, Aiken, SC, 29801

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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

Alexandros is involved in several civic and charitable organizations, including the Ambassadors Program, Aiken Rotary Club, Aiken-Augusta Wounded Warrior Charity Golf Tournament, Walk to end Alzheimer's, and Aiken Center for the Arts. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
February 2018 - Present · 8 yrs 3 mos
Janney Montgomery Scott LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2013 - January 2018 · 4 yrs 7 mos
Morgan StanleyBroker
June 2013 - January 2018 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - October 2012 · 3 mos
State Registrations34 states
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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.