Thomas Cannavo (CRD# 6426858) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Williamsville, NY and has over 9 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2021 - Current | 2 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2021 - Current | 2 |
Pillar Wealth Solutions | New York, FL | Jun 2021 - Current | 2 |
Law Office Of Thomas J. Cannavo | Buffalo, NY | Jan 1994 - Current | 30 |
Independent Solutions Wealth Management | Williamsville, NY | Jun 2017 - Jul 2021 | 4 |
Peak Brokerage Services, LLC | Palm Beach Gardens, FL | May 2017 - Jul 2021 | 4 |
Axa Advisors, LLC | New York, NY | Feb 2015 - May 2017 | 2 |
Smith, Sovik, Kendrick & Sugnet | Syracuse, NY | Sep 2014 - Oct 2014 | < 1 |
Nys Courts | Buffalo, NY | Jan 2011 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- NY
-
Total Assets Under Management82,428MILLIONS
-
Total Number of Accounts461,370ACCOUNTS
-
Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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