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Alexander Letizia

17 Years of Experience
Broker

Alexander Letizia is a registered investment advisor at Janney Montgomery Scott LLC, based in Ligonier, PA, with 17 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

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.

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Location

121 East Main Street, Ligonier, PA, 15658-1228

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Janney Montgomery Scott LLC
February 2011 - Present · 15 yrs 2 mos
Janney Montgomery Scott LLCBroker
February 2011 - Present · 15 yrs 2 mos
Previous Registrations
Amerivest Investment Management, LLC
May 2009 - March 2011 · 1 yr 10 mos
TD Ameritrade, INC.
May 2009 - March 2011 · 1 yr 10 mos
TD Ameritrade, INC.Broker
May 2009 - March 2011 · 1 yr 10 mos
Securian Financial Services, INC.Broker
July 2008 - March 2009 · 8 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMTNCNDNHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.