MG
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Michael Gaddis

6 Years of Experience
Atlanta, GA
1 DisclosureBroker

Michael Gaddis is a registered investment advisor at Janney Montgomery Scott LLC, based in Atlanta, GA, with 6 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

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Location

3560 Lenox Road NE, Suite 1100, Atlanta, GA, 30326

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History

Regulatory History (1)
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Criminal
September 2005
Final Disposition
Other Business Activities

Michael co-founded a travel website, Untrodden, Inc., in 2016 and is currently a silent partner. He dedicates minimal time to advisory and support roles, primarily through phone calls after business hours and on weekends.

Employment History
Current Registrations
Janney Montgomery Scott LLC
December 2019 - Present · 6 yrs 5 mos
Janney Montgomery Scott LLCBroker
October 2019 - Present · 6 yrs 7 mos
State Registrations26 states
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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.
Michael Gaddis - Financial Advisor | TrueAdvisor