Mandie
Hendricks

Janney Montgomery Scott LLC

CRD#6023911
Investment Advisor
in Wilkes Barre, PA

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About this Advisor

Mandie Hendricks is a certified financial planner operating out of Wilkes Barre, Pennsylvania, who has 2 years of relevant experience. Hendricks 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. Hendricks holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New York, Pennsylvania and Texas. Janney Montgomery Scott LLC is a registered investment firm based out of Philadelphia, PA. The investment advisory business has offices in 118 locations and a total of 2,242 employees. It has $73 billion in assets across its 216,397 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 1,526 charities and foundations. Of its 216,397 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. Janney Montgomery Scott LLC has a broad range 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 advisory services typically depend on the type of services. However, fee types billed by Janney Montgomery Scott LLC likely are comprised of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

613 Baltimore Drive Suite 202
Wilkes Barre, PA 18702

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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

Mandie Hendricks Work History

Mandie has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Janney Montgomery Scott LLC

2014 - 2021 (7 years)

Bank Of America, N.A

2012 - 2021 (9 years)

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 Mandie Hendricks 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

Ryan Zemke
Wilmington, DE
Landon Weeks
Atlanta, GA
Richard Link
Mount Pleasant, SC
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Tammy Spradlin
Roanoke, VA
Stephanie Bailey
York, PA
Aaron Byrd-Leitner
Philadelphia, PA

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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