Cantella & Company, Inc.

Cantella & Company, Inc. (CRD# 13905) is a financial advisory firm headquartered in Boston, MA. They manage $940,420,505 in 3,717 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    940
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cantella & Company, Inc.
Showing 1 - 10 of 140 top financial advisors.
1
Sean P. Flaherty
CRD#: 2499733
354 Turnpike Street, Suite 201, Canton, MA 02021
98
Wealthminder
score

Sean Flaherty (CRD# 2499733) is an Investment Advisor Representative working at Cantella & Company, Inc. in Canton, MA and has over 22 years of experience in the finance industry.

2
Sierra A. James
CRD#: 5901822
5125 South Kipling St., Ste 204, Littleton, CO 80127
97
Wealthminder
score
Sierra James (CRD# 5901822) is an Investment Advisor Representative working at Cantella & Company, Inc. in Littleton, CO and has over 3 years of experience in the finance industry.
3
Peter H. Gore
CRD#: 2877150
500 Strawberry Plains Rd., Suite 100, Williamsburg, VA 23188
96
Wealthminder
score

Peter Gore (CRD# 2877150) is an Investment Advisor Representative working at Cantella & Company, Inc. in Williamsburg, VA and has over 19 years of experience in the finance industry. Peter Gore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Marjorie K. Hoh
CRD#: 603614
1359 Hancock Street, Suite #3, Quincy, MA 02169
96
Wealthminder
score

Marjorie Hoh (CRD# 603614) is an Investment Advisor Representative working at Cantella & Company, Inc. in Quincy, MA and has over 36 years of experience in the finance industry. Marjorie Hoh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Narinder K. Malhotra
CRD#: 834612
459 Broadway, Suite 310, Everett, MA 02149
96
Wealthminder
score

Narinder Malhotra (CRD# 834612) is an Investment Advisor Representative working at Cantella & Company, Inc. in Everett, MA and has over 35 years of experience in the finance industry. Narinder Malhotra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Curt R. Mangold
CRD#: 4134495
28 State Street, 40th Floor, Boston, MA 02109
96
Wealthminder
score

Curt Mangold (CRD# 4134495) is an Investment Advisor Representative working at Cantella & Company, Inc. in Boston, MA and has over 16 years of experience in the finance industry. Curt Mangold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
George M. Parker
CRD#: 1903082
100 Pearl Street, Hartford, CT 06103
96
Wealthminder
score

George Parker (CRD# 1903082) is an Investment Advisor Representative working at Cantella & Company, Inc. in Hartford, CT and has over 27 years of experience in the finance industry. George Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Lance R. Ray
CRD#: 3066927
Holly Springs, NC
96
Wealthminder
score

Lance Ray (CRD# 3066927) is an Investment Advisor Representative working at Cantella & Company, Inc. in Holly Springs, NC and has over 17 years of experience in the finance industry. Lance Ray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Debra M. Stotler
CRD#: 2987772
28 State Street, 40th Floor, Suite A, Boston, MA 02109
96
Wealthminder
score

Debra Stotler (CRD# 2987772) is an Investment Advisor Representative working at Cantella & Company, Inc. in Boston, MA and has over 18 years of experience in the finance industry. Debra Stotler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Maryanne J. Taylor
CRD#: 1103507
212 Philips Rd, Exton, PA 19341
96
Wealthminder
score

Maryanne Taylor (CRD# 1103507) is an Investment Advisor Representative working at Cantella & Company, Inc. in Exton, PA and has over 33 years of experience in the finance industry. Maryanne Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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