CANNELL & SPEARS LLC

NEW YORK, New York·19 registered advisors·CRD# 142633
SEC# 801-674010212-752-5255
01

Firm Overview

AUM
$5.9B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
19
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CANNELL & SPEARS LLC

19 registered advisors
Alina Luisa Miska
NEW YORK, New York
Daniel Joseph Wetchler
NEW YORK, New York
David Jonathan Mazzullo
NEW YORK, New York
Edward Morgan Giles
NEW YORK, New York
Elizabeth W Howell
NEW YORK, New York
Emanuel Weintraub
NEW YORK, New York
Glenn Michael Goldberg
NEW YORK, New York
Ian Barrie Maccallum
NEW YORK, New York
Jennifer Buchman Lynn
NEW YORK, New York
Joseph Blair Werner
NEW YORK, New York
Nora Amelia Seoane-Jobson
NEW YORK, New York
Patricia Ann Kogan
NEW YORK, New York
Paul Andrew Wartman
NEW YORK, New York
Robert Charles Eising
NEW YORK, New York
Robert Frank Shapiro
NEW YORK, New York
Ronald Charles Thow
NEW YORK, New York
Stephen Hamilton Frank
NEW YORK, New York
Walter Kenneth Giles
NEW YORK, New York
William Henry Herrman Ii
NEW YORK, New York
05

Office Locations

NEW YORK, New York
19 advisors

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Data sourced from SEC Form ADV filings. CANNELL & SPEARS LLC (CRD# 142633) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.