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Joseph Michael Cancellieri

ACRES CAPITAL, LLC·WESTBURY, New York
Clean recordACRES CAPITAL, LLC
865 MERRICK AVENUE, WESTBURY, NY 11590CRD# 6550224Firm CRD# 281190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Michael Cancellieri · WESTBURY, NY
Registration
CRD #6550224 · ACRES CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Michael Cancellieri is a registered financial advisor based in WESTBURY, New York, affiliated with ACRES CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ACRES CAPITAL, LLC
ACRES
AUM
$3.6B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at ACRES CAPITAL, LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6550224
Firm CRD# 281190
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Michael Cancellieri offer?
Joseph Michael Cancellieri specializes in Retirement Planning, Wealth Management. Contact their office in WESTBURY, New York for a consultation.
What are Joseph Michael Cancellieri's credentials?
Joseph Michael Cancellieri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Cancellieri located?
Joseph Michael Cancellieri is based in WESTBURY, New York, working with ACRES CAPITAL, LLC. Their office serves clients in the WESTBURY metropolitan area and surrounding communities.
How does Joseph Michael Cancellieri charge for services?
Joseph Michael Cancellieri's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACRES CAPITAL, LLC?
ACRES CAPITAL, LLC has approximately 37 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACRES CAPITAL, LLC

Jaclyn Alyce Jesberger
UNIONDALE, NY
Martin Ernest Reasoner
UNIONDALE, NY
Andrew Dodd Fentress
UNIONDALE, NY
Gregory Hayes
UNIONDALE, NY
Linda Su-Jing Chan
WESTBURY, NY
Mark Steven Fogel
UNIONDALE, NY

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