Alexandra Forte is a registered investment advisor at Janney Montgomery Scott LLC, based in New Haven, CT, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
321 Whitney Avenue, New Haven, CT, 06511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
StephensBroker
Stephens
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.