Brenton Haupt is a registered investment advisor at Janney Montgomery Scott LLC, based in Wyomissing, PA, with 5 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
867 Berkshire Blvd., Suite 102, Wyomissing, PA, 19610
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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.
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Brenton is involved with several non-profit organizations, including Penn State Health St. Joseph Medical Center Foundation, Berks Encore, Reading Public Library Foundation, America's Credit Unions Reality Fair, and Mary's Shelter. These activities involve finance committee work, fundraising, supporting senior services, financial literacy events, and general oversight, taking up a few hours per week in total.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations29 states
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