Chad
Kupreanik

Janney Montgomery Scott LLC

CRD#4158688
Investment Advisor
in Charlotte, NC
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About this Advisor

Chad Kupreanik is a certified financial planner working out of Charlotte, North Carolina, who has 15 years in the industry. Kupreanik is an employee of Janney Montgomery Scott LLC. They have been an employee of Janney Montgomery Scott Llc for their whole career. Kupreanik maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, New Jersey, Ohio, Texas, Michigan and North Carolina. Janney Montgomery Scott LLC is an advisory business that has its headquarters in Charlotte, North Carolina. It has offices in 104 locations and a total of 1,884 advisors. It handles $35 billion in assets under management between its 118,446 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 743 charities and foundations. Of its 118,446 client accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. Janney Montgomery Scott LLC has a number 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 charged by financial advisors usually vary depending on the type of services. However, fee types billed by Janney Montgomery Scott LLC can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

4064 Colony Road Two Morrocroft Centre, Suite 100
Charlotte, NC 28211

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$36,622,820,585

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

1,972

NC Average: 41
Total Number of Accounts

135,416

NC Average: 3,342
Average Account Size

$270,447

NC 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

Chad Kupreanik Work History

Chad has 15 years of experience.

2003 - Present (16 years)

Janney Montgomery Scott LLC

Disclosures

Chad Kupreanik has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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