Carol
Dittert

Janney Montgomery Scott LLC

CRD#2400334
Investment Advisor
in West Chester, PA

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About this Advisor

Carol Dittert is a financial advisor working out of West Chester, Pennsylvania with a total of 14 years of industry experience. Dittert is on the advisory team at Janney Montgomery Scott LLC. They have worked at Janney Montgomery Scott Llc for their complete career. Dittert has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in Pennsylvania. Janney Montgomery Scott LLC is a firm operating out of Philadelphia, PA. It has offices in 118 locations and a total of 2,242 employees. It manages $73 billion in total assets among its 216,397 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Janney Montgomery Scott LLC provides 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. Financial management fee schedules typically are based on which service is offered. However, fees charged by Janney Montgomery Scott LLC likely include any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 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

Office Location

200 N. High Street Suite 201
West Chester, PA 19380

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

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

2,242

PA Average: 41
Total Number of Accounts

216,397

PA Average: 3,342
Average Account Size

$337,346

PA 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

Carol Dittert Work History

Carol has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Janney Montgomery Scott LLC

*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 Carol Dittert 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

Charles Noble
New Haven, CT
Carmine Tango
Bedminster, NJ
Thomas Mcdonald
Albany, NY
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
James Rachlin
Toms River, NJ
Stephanie Bailey
York, PA
Timothy Mcdermott
Boca Raton, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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