Cannell & Spears LLC
Cannell & Spears LLC (CRD# 142633) is a financial advisory firm headquartered in New York, NY. They manage $5,856,500,000 in 2,321 accounts and serve the financial needs of clients across 27 states (or territories).
-
Total Assets Under Management5,857MILLION
-
Total Number of Accounts2,321ACCOUNTS
-
Average Account Value$2,523,266
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, PA, RI, TN, TX, VA, VT, WA
Aashumi Mody (CRD# 6779885) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has over 6 years of experience in the finance industry.
Paul Pfeiffer (CRD# 4358178) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.
Robert Raich (CRD# 5281752) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has over 13 years of experience in the finance industry.
Josephine Segota (CRD# 1095121) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has over 36 years of experience in the finance industry.
William Spears (CRD# 431579) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.
Jeannie Tai (CRD# 3252568) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.
Emanuel Weintraub (CRD# 2209973) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has over 30 years of experience in the finance industry.
Daniel Wetchler (CRD# 5178033) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has over 12 years of experience in the finance industry.