Laura Medigovich, financial advisor Purchase NY

Laura Medigovich

CRD Number: 2484810
Current Firm: Janney Montgomery Scott LLC

Laura Medigovich (CRD# 2484810) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Purchase, NY and has over 15 years of experience in the finance industry. Laura Medigovich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Janney Montgomery Scott LLC Purchase, NY Apr 2019 - Current 3
Unemployed Salt Point, NY Mar 2018 - Apr 2019 1
M&t Securitis, Inc. Fishkill, NY Aug 2007 - Mar 2018 10
M&t Bank Fishkill, NY Aug 2007 - Mar 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Laura A. Medigovich
Phone Number: 215-665-6000
Registered State(s):
  • DE
  • DC
  • MD
  • NY
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    81,347
    MILLIONS
  • Total Number of Accounts
    203,125
    ACCOUNTS
  • Average Account Value
    $400,475
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, WY

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