EA
EA

Erin Antill

10 Years of Experience
Richmond, VA
1 DisclosureBroker

Erin Antill is a registered investment advisor at Janney Montgomery Scott LLC, based in Richmond, VA, with 10 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

1021 E. Cary Street, Suite 1000, Richmond, VA, 23219

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History

Regulatory History (1)
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Financial
March 2017
Final
Other Business Activities

Erin is a committee member for the Gifted Advisory Committee for Hanover Co School Board, working to better serve gifted students. This activity requires minimal time.

Employment History
Current Registrations
Janney Montgomery Scott LLC
October 2018 - Present · 7 yrs 7 mos
Janney Montgomery Scott LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - October 2018 · 2 yrs
Wells Fargo Clearing Services, LLCBroker
October 2015 - October 2018 · 3 yrs
State Registrations32 states
CACOCTDCDEFLGAIAILKYLAMAMDMNMOMTNCNENJNVNYOHOKORPASCTNTXVAVirgin IslandsWAWI
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.