Taylor CaggiulaCRD Number: 6519855
Current Firm: Cantella & Company, Inc.
Taylor Caggiula (CRD# 6519855) is an Investment Advisor Representative working at Cantella & Company, Inc. in Malden, MA and has over 6 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Cantella & Company, Inc.||Boston, MA||Nov 2018 - Current||3|
|Signator Investors, Inc.||Portsmouth, NH||Jun 2015 - Nov 2018||3|
|John Hancock||Portsmouth, NH||Jun 2014 - Jun 2015||1|
|Unh||Durham, NH||May 2009 - May 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2015|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
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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