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CANTELLA & CO., INC.
CANTELLA & CO., INC.
MALDEN, Massachusetts
·
8 registered advisors
·
CRD# 13905
SEC# 801-60841
113
617-521-8630
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
197
Total firm employees
Advisors
8
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 Planning
Investment Management
Wealth Management
04
Advisors at CANTELLA & CO., INC.
8 registered advisors
David Alan Doshier
MALDEN, Massachusetts
CRD# 1101013
James Michael Freeman
MALDEN, Massachusetts
CRD# 1501323
Jennie L Devlin
MALDEN, Massachusetts
CRD# 4501667
John Joseph Garvey
BOSTON, Massachusetts
CRD# 820552
Jonathan Brooks Marston
MALDEN, Massachusetts
CRD# 1502259
Jonathan Lanstein
MALDEN, Massachusetts
CRD# 4557328
Sheelagh Howett
MALDEN, Massachusetts
CRD# 4801887
William Hadley Mcevoy
MALDEN, Massachusetts
CRD# 5240677
05
Office Locations
MALDEN, Massachusetts
7 advisors
BOSTON, Massachusetts
1 advisor
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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
.