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Anthony Didonato

Janney Montgomery Scott LLC
46 Years of Experience
Melville, NY
1 DisclosureBroker
View SEC Summary
View SEC Summary

Anthony Didonato is a registered investment advisor at Janney Montgomery Scott LLC, based in Melville, NY, with 46 years of industry experience. Anthony 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

395 N. Service Road, Suite 411, Melville, NY, 11747

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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.
Customer Dispute
October 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony participates in network meetings with professionals as part of Circle of Influence. He serves on the Membership Committee, interviewing new applicants, dedicating minimal time to this uncompensated, non-investment related activity.

Employment History
Current Registrations
Janney Montgomery Scott LLC
October 2014 - Present · 12 yrs
Janney Montgomery Scott LLCBroker
October 2014 - Present · 12 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - November 2014 · 5 yrs 5 mos
Morgan Stanley
June 2009 - December 2012 · 3 yrs 6 mos
Citigroup Global Markets INC.
May 2003 - June 2009 · 6 yrs 1 mo
Salomon Smith Barney INC.
August 2000 - October 2002 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
November 1989 - June 2009 · 19 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
February 1984 - November 1989 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1981 - January 1984 · 2 yrs 1 mo
Phoenix Equity Planning CorporationBroker
August 1980 - February 1982 · 1 yr 6 mos
State Registrations31 states
ALAZCACOCTDEFLGAIDILINKYMAMDMIMTNCNHNJNVNYOHPARISCTNTXVAWAWIWY
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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