Murray
Carter

Janney Montgomery Scott LLC

CRD#1911097
Investment Advisor
in Washington, DC
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About this Advisor

Murray Carter is a certified financial planner whose office is in Washington, D.C. Currently an advisor at Janney Montgomery Scott LLC, Carter has 20 years of professional experience in the financial advisory industry. Carter maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Carter is registered to operate in California, North Carolina, Texas, Washington, D.C. and New Jersey. Carter has worked their whole career at Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is based out of Washington, D.C., and operates out of 104 other offices in the country. In aggregate, Janney Montgomery Scott LLC oversees $35 billion in assets throughout 118,446 accounts and retains more than 1,884 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 76,427 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Janney Montgomery Scott LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

1255 23Rd Street Nw Suite 810
Washington, DC 20037-1102

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$36,622,820,585

DC Average: $15,833,994,310
Total Number of Employees

1,972

DC Average: 41
Total Number of Accounts

135,416

DC Average: 3,342
Average Account Size

$270,447

DC Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Murray Carter Work History

Murray has 20 years of experience.

1998 - Present (21 years)

Janney Montgomery Scott Inc

Disclosures

Murray Carter has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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