Silas WitherbeeCRD Number: 1311121
Current Firm: Cantella & Company, Inc.
Silas Witherbee (CRD# 1311121) is an Investment Advisor Representative working at Cantella & Company, Inc. in Marion, MA and has over 33 years of experience in the finance industry.
Beacon Financial Planning Of Cape Cod
Four Ponds Financial Planning
Securities America Advisors, Inc.
|Cantella & Co Inc.||Boston, MA||Mar 2010 - Current||7|
|Janney Montgomery Scott LLC||Philadelphia, PA||Dec 2002 - Mar 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management940MILLIONS
Total Number of Accounts3,717ACCOUNTS
Average Account Value$253,005
- 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