Cristina Gerrald
Cristina Gerrald is a registered investment advisor at Janney Montgomery Scott LLC, based in Greenville, SC, with 2 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
403 Roper Creek Drive, 2nd Floor, Greenville, SC, 29615
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Cristina is involved in several outside activities, including being a council member for Clemson University Women's Alumni Council, a committee member for Belhaven Townes, a co-host for Caroline Business Leaders, and a volunteer for Grace Church. She also owns The Greenville Ladies Club LLC, which is investment-related and takes a few hours per week.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations16 states
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