Steven Cannatella, financial advisor Walnut Creek CA
93 score

Steven Cannatella

CRD Number: 1054395
Current Firm: Principal Securities, Inc.

Steven Cannatella (CRD# 1054395) is an Investment Advisor Representative working at Principal Securities, Inc. in Walnut Creek, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Ins Co Walnut Creek, CA Jul 2012 - Current 4
Princor Financial Services Corp Walnut Creek, CA Jul 2012 - Current 4
Nylife Securities LLC San Ramon, CA Oct 2011 - Jul 2012 < 1
New York Life Insurance Company San Ramon, CA Aug 2011 - Jul 2012 < 1
Axa Advisors, LLC New York, NY Apr 2007 - Sep 2011 4
1717 Nationwide Provident Walnut Creek, CA Mar 2003 - Mar 2007 4
Nationwide Provident Walnut Creek, CA Mar 2003 - Mar 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Steven M. Cannatella
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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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