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Aprenea Mccutchen

Janney Montgomery Scott LLC
10 Years of Experience
Spartanburg, SC
1 DisclosureBroker
View SEC Summary
View SEC Summary

Aprenea Mccutchen is a registered investment advisor at Janney Montgomery Scott LLC, based in Spartanburg, SC, with 10 years of industry experience. Aprenea 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.

Janney Montgomery Scott LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 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
—
View Full SEC Brochure

Location

135 N. Church Street, Suite 130, Spartanburg, SC, 29306

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Janney Montgomery Scott LLC
February 2021 - Present · 5 yrs 8 mos
Janney Montgomery Scott LLC
February 2021 - Present · 5 yrs 8 mos
Janney Montgomery Scott LLCBroker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2019 - March 2021 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2019 - March 2021 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - January 2019 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2018 - January 2019 · 6 mos
Ameriprise Financial Services, INC.
August 2015 - November 2016 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
August 2015 - November 2016 · 1 yr 3 mos
VALIC Financial Advisors, INC.
January 2015 - August 2015 · 7 mos
VALIC Financial Advisors, INC.Broker
January 2015 - August 2015 · 7 mos
Edward JonesBroker
September 2014 - January 2015 · 4 mos
State Registrations39 states
AKAZCACOCTDCDEFLGAHIIAILKSMAMDMEMIMNMOMSNCNDNHNJNVNYOHOKORPARISCTNTXVAVTWAWIWV
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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