Kenneth
Steinmetz

Janney Montgomery Scott LLC

CRD#4344722
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Kenneth Steinmetz is a financial advisor based in Fort Lauderdale, Florida, working with Janney Montgomery Scott LLC. Kenneth has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Janney Montgomery Scott, LLC. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Kenneth is part of Janney Montgomery Scott LLC, which operates out of Fort Lauderdale, Florida. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

200 Sw First Avenue Suite 900
Fort Lauderdale, FL 33301

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$85,895,170,425

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

2,295

FL Average: 41
Total Number of Accounts

226,034

FL Average: 3,342
Average Account Size

$380,010

FL Average: $4,737,880

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

Kenneth Steinmetz Work History

2018 - Present (6 years)

Janney Montgomery Scott, LLC

2009 - 2018 (9 years)

Bank Of America, N.A

2008 - 2018 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Please visit the SEC profile of Kenneth Steinmetz 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

Jack Cintorino
Harrisonburg, VA
Marsha Matthews
Richmond, VA
Mark Dipaola
New Haven, CT
Bradley Kastan
Columbus, OH
Michael Mccarron
Philadelphia, PA
Michael Adler
Cockeysville, MD
Cassandra Beres
Sewickley, PA
James Bryant
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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