BP
CFP
BP
CFP

Bryan Pickell

12 Years of Experience
Warwick, RI
Broker

Bryan Pickell is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Warwick, RI, 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

475 Kilvert Street, Suite 330, Warwick, RI, 02886

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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

Bryan is a board member of the 100 Club of RI, a charity supporting first responders, dedicating minimal time. He is also the President of the Providence Jewelry Museum, a non-profit, spending a few hours per week overseeing its operations.

Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
April 2018 - Present · 8 yrs 1 mo
Janney Montgomery Scott LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Providence Investment Management, LP
December 2013 - November 2017 · 3 yrs 11 mos
State Registrations27 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.