Cristina DestefanisCRD Number: 6223954
Current Firm: Cantella & Company, Inc.
Cristina Destefanis (CRD# 6223954) is an Investment Advisor Representative working at Cantella & Company, Inc. in Hingham, MA and has over 8 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Cantella & Company, Inc.||Boston, MA||Nov 2014 - Current||7|
|John Hancock||Boston, MA||Jul 2013 - Nov 2014||1|
|John Hancock Funds LLC||Boston, MA||Jul 2013 - Nov 2014||1|
|Bryant University||Smithfield, RI||Sep 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2015|
Total Assets Under Management2,207MILLIONS
Total Number of Accounts6,860ACCOUNTS
Average Account Value$321,651
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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