Michael McGreavy, financial advisor New Bedford MA
93 score

Michael McGreavy

CRD Number: 1451862
Current Firm: Cantella & Company, Inc.

Michael McGreavy (CRD# 1451862) is an Investment Advisor Representative working at Cantella & Company, Inc. in New Bedford, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cantella & Co Inc. Boston, MA Nov 2004 - Current 12
Sunset Financial Services, Inc. Fall River, MA Mar 1998 - Current 18
Phoenix Home Life Providence, RI Jul 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Michael J. McGreavy
Phone Number: 617-521-8630
Firm Website: https://www.cantella.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    3,717
    ACCOUNTS
  • Average Account Value
    $253,005
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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