Elizabeth
Young
Janney Montgomery Scott LLC
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About this Advisor
Elizabeth Young is a financial advisor operating out of Palm Beach Gardens, Florida with 3 years of relevant experience. Young works at Janney Montgomery Scott LLC. During their career, Young has held roles at Deloitte And Touche, United Way Suncoast, University Of South Florida/University Of Tampa, Raymond James & Associates, Inc, Volunteer Income Tax Assistance and Janney Montgomery Scott LLC. Young holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Janney Montgomery Scott LLC is a registered investment firm that has its headquarters in Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 employees. It administers $73 billion in assets among its 216,397 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 1,526 charities and foundations. Of its 216,397 customer accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm performs a diverse assortment of services, including 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. Fees for financial management are based on which service is offered. However, fees charged by Janney Montgomery Scott LLC likely include some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
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
Elizabeth Young Work History
Elizabeth has been registered as a financial advisor for 3 years.*
Janney Montgomery Scott LLC
Volunteer Income Tax Assistance
Raymond James & Associates, Inc
Deloitte And Touche
United Way Suncoast
University Of South Florida/University Of Tampa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Janney Montgomery Scott LLC
New Haven, CT
Naples, FL
Toms River, NJ
Atlanta, GA
Greenville, SC
Atlanta, GA
Boca Raton, FL
Albany, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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