Kevin Keane
Kevin Keane is a registered investment advisor at Janney Montgomery Scott LLC, based in Yardley, PA, with 47 years of industry experience. Kevin 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $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
Location
1010 Stony Hill Road, Suite 300, Yardley, PA, 19067
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1986Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Shearson Lehman Hutton INC.Broker
First Jersey Securities, INC.Broker
State Registrations36 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.
Exams
More Advisors
- Ryan Hamilton, CFPJanney Montgomery Scott LLC
- Kathleen ZelenkaJanney Montgomery Scott LLC
- Tyler Hamilton, CFPJanney Montgomery Scott LLC
- Peter Sargent, CFA, CFPJanney Montgomery Scott LLC
- Michael Weckenman, CFPJanney Montgomery Scott LLC
- Timothy Gormley, CFPJanney Montgomery Scott LLC