Matthew CannerCRD Number: 2799786
Current Firm: Cerity Partners LLC
Matthew Canner (CRD# 2799786) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 18 years of experience in the finance industry.
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cerity Partners LLC||New York, NY||Dec 2020 - Current||2|
|Algonquin Advisors LLC||Greenwich, CT||Apr 2019 - Dec 2020||1|
|M&t Securities, Inc.||Wilmington, DE||Aug 2011 - Apr 2019||7|
|M&t Bank||Wilmington, DE||Aug 2011 - Mar 2019||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2004|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management44,671MILLIONS
Total Number of Accounts5,713ACCOUNTS
Average Account Value$7,819,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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