CANTOR FITZGERALD INVESTMENT ADVISORS, L.P.

CANTOR FITZGERALD INVESTMENT ADVISORS
NEW YORK, New York·5 registered advisors·CRD# 159296
SEC# 801-728522(212) 915-1722
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
5
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ASSETS UNDER A RESEARCH PROVIDER ARRANGEMENT
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CANTOR FITZGERALD INVESTMENT ADVISORS, L.P.

5 registered advisors
Herbert William Morgan
NEW YORK, New York
John Thomas Bruce
NEW YORK, New York
Mark Elliot Kaplan
NEW YORK, New York
Michael Gerard Millard
NEW YORK, New York
William Michael Shields
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors

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Data sourced from SEC Form ADV filings. CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. (CRD# 159296) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.