Tyler Lerman is a CFP, ChFC-designated registered investment advisor at Janney Montgomery Scott LLC, based in York, PA, with 7 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
1700 Westgate Drive, Suite 103, York, PA, 17408
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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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Tyler is involved with South Central Business Associates, LLC, investing in real estate, dedicating a few hours per week. He also serves as a board member and nominating/governance committee member for the York County SPCA, spending minimal time each month.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations31 states
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