AN
CFP

Alexandra Marie Niederhelman

13 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
1299 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Minimum Investment:$50K

Janney's advisory fees are negotiable and typically billed quarterly in advance, based on a percentage of assets. The maximum Financial Advisor fee is 2.00%, but sub-advisory fees may apply depending on the program. Fees may be negotiated with the Janney Financial Advisor based on factors including the size of the Client’s account, other related accounts with Janney, the extent of services to be provided by Janney to the Client’s account, and the projected nature of trading in the Client’s account.

Areas of Practice
Investment Management
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Advisor Information

Office location

1166 Avenue of the Americas, 21st Floor, New York, NY, 10036

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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
December 2017 - Present · 8 yrs 1 mo
Janney Montgomery Scott LLC Broker
December 2017 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2012 - December 2017 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLC Broker
March 2012 - December 2017 · 5 yrs 9 mos
State Registrations49 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexandra Marie Niederhelman - Financial Advisor | AdvisorDiscover