Philip Sadtler, financial advisor Williamsburg VA
90 score

Philip Sadtler

CRD Number: 6070130
Current Firm: Cantella & Company, Inc.

Philip Sadtler (CRD# 6070130) is an Investment Advisor Representative working at Cantella & Company, Inc. in Williamsburg, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cantella & Company, Inc. Boston, MA Dec 2014 - Current 2
Morgan Stanley Smith Barney Richmond, VA May 2012 - Dec 2014 2
William & Mary Williamsburg, VA Aug 2009 - May 2012 2
William & Mary Williamsburg, VA Aug 2008 - May 2012 3
Contracting Resources Group Baltimore, MD May 2011 - Aug 2011 < 1
Padonia Park Club Lutherville, MD May 2008 - Aug 2010 2
St. Paul's School Baltimore, MD Aug 1996 - May 2008 11
Graul's Market Ruxton, MD May 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Philip B. Sadtler
Phone Number: 617-521-8630
Firm Website: https://www.cantella.com
Registered State(s):
  • VA
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
90
Clean Record
This advisor has a clean track record with regulators.

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