Gary Halter
Gary Halter is a registered investment advisor at Janney Montgomery Scott LLC, based in Glastonbury, CT, with 44 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
180 Glastonbury Blvd., Suite 302, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2013Customer Dispute
November 1998Other Business Activities
Gary owns rental property in Glastonbury, CT, since September 2024 and collects rental income. This activity requires minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Advest, INC.
Advest, INC.Broker
State Registrations28 states
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.