Taylor Caggiula, financial advisor Malden MA

Taylor Caggiula

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Taylor Caggiula
Phone Number: 617-521-8630
Firm Website: https://www.cantella.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    2,207
    MILLIONS
  • Total Number of Accounts
    6,860
    ACCOUNTS
  • Average Account Value
    $321,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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