Karolina Dunn
Karolina Dunn is a registered investment advisor at Janney Montgomery Scott LLC, based in St. Petersburg, FL, with 2 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
333 3rd Avenue North, Suite 300B, St. Petersburg, FL, 33701
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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.
Learn about disclosures →Other Business Activities
Karolina is the head of Karolina Vlckova S.R.O. in the Czech Republic since 2017, which is a professional golfer career account providing services as a professional athlete and property renting; however, there has been no activity since 2018.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations1 state
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