Alexandra
Niederhelman

Janney Montgomery Scott LLC

CRD#5800719
Investment Advisor
in New York, NY
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About this Advisor

Alexandra Niederhelman is a certified financial planner based in New York, New York, who has 11 years of professional experience. Niederhelman is an employee of Janney Montgomery Scott LLC. The advisor has gained experience at Wells Fargo Advisors, LLC, University Of Maryland, Janney Montgomery Scott, LLC and Wells Fargo Clearing Services, LLC. Niederhelman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Maryland and Texas. Janney Montgomery Scott LLC is a firm that has its headquarters in New York, New York. The investment advisory business has offices in 104 locations and a total of 1,884 people on staff. It administers $35 billion in assets across its 118,446 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 743 charitable organizations. Of its 118,446 accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Janney Montgomery Scott LLC provides a broad set 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 charged by financial advisors largely depend on the financial services offered. Fees billed by Janney Montgomery Scott LLC most likely consist of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

No

Office Location

1166 Avenue Of The Americas 21St Floor
New York, NY 10036

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$36,622,820,585

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

1,972

NY Average: 41
Total Number of Accounts

135,416

NY Average: 3,342
Average Account Size

$270,447

NY 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

Alexandra Niederhelman Work History

Alexandra has 11 years of experience.

2017 - Present (2 years)

Janney Montgomery Scott, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

2007 - 2011 (4 years)

University Of Maryland

Disclosures

Alexandra Niederhelman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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