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. Erin 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

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 · 8 yrs
Janney Montgomery Scott LLCBroker
October 2018 - Present · 8 yrs
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 Registrations31 states
CACOCTDCDEFLGAIAILKYLAMAMDMNMOMTNCNENJNVNYOHOKORPASCTNTXVAVirgin IslandsWI
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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