CANTELLA & CO., INC.

MALDEN, Massachusetts·7 registered advisors·CRD# 13905
SEC# 801-60841113617-521-8630
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
197
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CANTELLA & CO., INC.

7 registered advisors
David Alan Doshier
MALDEN, Massachusetts
James Michael Freeman
MALDEN, Massachusetts
Jennie L Devlin
MALDEN, Massachusetts
Jonathan Brooks Marston
MALDEN, Massachusetts
Jonathan Lanstein
MALDEN, Massachusetts
Sheelagh Howett
MALDEN, Massachusetts
William Hadley Mcevoy
MALDEN, Massachusetts
05

Office Locations

MALDEN, Massachusetts
7 advisors

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Data sourced from SEC Form ADV filings. CANTELLA & CO., INC. (CRD# 13905) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.