Unclaimed Profile

William Hadley Mcevoy

CANTELLA & CO., INC.·MALDEN, Massachusetts

SIE, Series 7, Series 24, Series 27, Series 30, Series 31, Series 52TO, Series 53, Series 55, Series 57TO, Series 66, Series 99TOClean record18 years registeredCANTELLA & CO., INC.

389 MAIN STREET, 1ST FL., MALDEN, MA 02148CRD# 5240677Firm CRD# 13905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Hadley Mcevoy · MALDEN, MA

Registration

CRD #5240677 · CANTELLA & CO., INC. · 18 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 2022 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Dec 2022 – present

CANTELLA & CO., INC.

Mar 2008 – Jun 2023

Malden, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 30

Series 31

Series 52TO

Series 53

Series 55

Series 57TO

Series 66

Series 99TO

Registration record

First registered · March 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANTELLA & CO., INC.

CRD 13905 · SEC 801-60841

AUM

$1.9B

Regulatory assets under management

Employees

197

5,665 client accounts

Services offered by CANTELLA & CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CANTELLA & CO., INC. →

Introduction

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Frequently Asked Questions

What services does William Hadley Mcevoy offer?

William Hadley Mcevoy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALDEN, Massachusetts for a consultation.

What are William Hadley Mcevoy's credentials?

William Hadley Mcevoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Hadley Mcevoy located?

William Hadley Mcevoy is based in MALDEN, Massachusetts, working with CANTELLA & CO., INC.. Their office serves clients in the MALDEN metropolitan area and surrounding communities.

How does William Hadley Mcevoy charge for services?

William Hadley Mcevoy's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTELLA & CO., INC.?

CANTELLA & CO., INC. has approximately 197 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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