AP
AP

Alexander Pucilowski

10 Years of Experience
Moosic, PA
Broker

Alexander Pucilowski is a registered investment advisor at Janney Montgomery Scott LLC, based in Moosic, PA, with 10 years of industry experience. Alexander 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

72 Glenmaura National Blvd, Suite 103, Moosic, PA, 18507

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Janney Montgomery Scott LLC
December 2021 - Present · 4 yrs 10 mos
Janney Montgomery Scott LLCBroker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cnl Securities CORP.Broker
November 2018 - October 2021 · 2 yrs 11 mos
AXA Distributors, LLCBroker
July 2016 - October 2018 · 2 yrs 3 mos
State Registrations19 states
AKARCTFLINKYMAMDMEMIMSNHNJNYOHPARIVTWV
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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