Kenneth
Steinmetz
Janney Montgomery Scott LLC
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About this Advisor
Kenneth Steinmetz is a financial advisor operating out of Fort Lauderdale, Florida who has 5 years of industry experience. Steinmetz is an employee of Janney Montgomery Scott LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Janney Montgomery Scott, LLC. Steinmetz holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Janney Montgomery Scott LLC is a firm headquartered in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 advisors. It has $73 billion in total assets between its 216,397 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Janney Montgomery Scott LLC offers a number of services, such as 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 advice are based on which service is offered. Fees billed by Janney Montgomery Scott LLC can consist of some blend 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
Kenneth Steinmetz Work History
Kenneth has been registered as a financial advisor for 5 years.*
Janney Montgomery Scott, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 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
Naples, FL
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York, PA
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