Thomas Cannavo, financial advisor Williamsville NY

Thomas Cannavo

CRD Number: 6426858
Current Firm: Cambridge Investment Research Advisors, Inc.

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.

Similar Advisors
Sally Abell, financial advisor Williamsville NY
Sally D. Abell
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Amy Abrahamson, financial advisor Williamsville NY
Amy K. Abrahamson
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Thomas Abramson, financial advisor Williamsville NY
Thomas M. Abramson
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
Contact Info for Thomas Cannavo
Phone Number: 641-472-5100
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Thomas Cannavo and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.