David
Grice

Janney Montgomery Scott LLC

CRD#1736910
Investment Advisor
in Hendersonville, NC

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About this Advisor

David Grice is a financial advisor operating in Hendersonville, North Carolina, who has been in the financial industry for 12 years. Grice works at Janney Montgomery Scott LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Janney Montgomery Scott LLC. Grice maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Janney Montgomery Scott LLC is a financial advisory firm that has its headquarters in Hendersonville, North Carolina. It has offices in 115 locations and a total of 2,093 people on staff. It has $50 billion in assets between its 149,817 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 931 charitable organizations. Of its 149,817 customer accounts, 27% are associated with high-net-worth individuals who have more than $1 million in investable assets. Janney Montgomery Scott LLC 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Janney Montgomery Scott LLC can be comprised of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Yes

Office Location

514 Park Hill Court, Unit 200
Hendersonville, NC 28739

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$50,316,104,720

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

2,093

NC Average: 41
Total Number of Accounts

149,817

NC Average: 3,342
Average Account Size

$335,850

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

David Grice Work History

David has 12 years of experience.

2013 - Present (8 years)

Janney Montgomery Scott LLC

2009 - 2013 (4 years)

Bank Of America,Na

2008 - 2013 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

David Grice has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Janney Montgomery Scott LLC

Steven Romanello
Brooklyn, NY
Samer Alnaham
Palm Beach Gardens, FL
Caroline Wieand
Bethlehem, PA
Gregory Dudzik
Providence, RI
Stuart French
Harrisonburg, VA
Ernst Ducena
New York, NY
Rachel Lemashov
Philadelphia, PA
Michael Oliver
Riverhead, NY

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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