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James Carlo Cannell

CANNELL CAPITAL LLC·ALTA, Wyoming
CANNELL CAPITAL LLC
245 MERIWETHER CIRCLE, ALTA, WY 83414CRD# 2465174Firm CRD# 158371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Carlo Cannell · ALTA, WY
Registration
CRD #2465174 · CANNELL CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

James Carlo Cannell is a registered financial advisor based in ALTA, Wyoming, affiliated with CANNELL CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CANNELL CAPITAL LLC
CANNELL CAPITAL LLC
AUM
$852M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CANNELL CAPITAL LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2465174
Firm CRD# 158371
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Carlo Cannell offer?
James Carlo Cannell specializes in Investment Management, Retirement Planning. Contact their office in ALTA, Wyoming for a consultation.
What are James Carlo Cannell's credentials?
James Carlo Cannell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Carlo Cannell located?
James Carlo Cannell is based in ALTA, Wyoming, working with CANNELL CAPITAL LLC. Their office serves clients in the ALTA metropolitan area and surrounding communities.
How does James Carlo Cannell charge for services?
James Carlo Cannell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANNELL CAPITAL LLC?
CANNELL CAPITAL LLC has approximately 7 employees and manages $852M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CANNELL CAPITAL LLC

Christopher Wetherill Wood
ALTA, WY
Nichole L. Rousseau-Mcallister
ALTA, WY
Stephen Charles Wagstaff
ALTA, WY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wyoming
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Research
Advisor Fees in WyomingNational Fee Analysis
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