Michelle Keates, financial advisor Linwood NJ
93 score

Michelle Keates

CRD Number: 1444065
Current Firm: Janney Montgomery Scott LLC

Michelle Keates (CRD# 1444065) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Linwood, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Philadelphia , PA Jul 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Michelle L. Keates
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • CA
  • CO
  • TX
  • FL
  • MA
  • ND
  • SC
  • SD
  • WA
  • NJ
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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