Canter Wealth

Canter Wealth (CRD# 167828) is a financial advisory firm headquartered in La Jolla, CA. They manage $302,045,491 in 310 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7825 Fay Avenue, Suite 140, La Jolla, CA 92037
https://www.facebook.com/canterwealth/
By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $974,340
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Canter Wealth
Showing 1 - 7 of 7 top financial advisors.
1
Michael Bernier, financial advisor La Jolla CA
Michael N. Bernier
CRD#: 4804721
7825 Fay Avenue, Suite 140, La Jolla, CA 92037

Michael Bernier (CRD# 4804721) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 19 years of experience in the finance industry.

2
Andrew Canter, financial advisor La Jolla CA
Andrew E. Canter
CRD#: 4680954
7825 Fay Avenue, Suite 140, La Jolla, CA 92037

Andrew Canter (CRD# 4680954) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 19 years of experience in the finance industry.

3
Michael Canzone, financial advisor La Jolla CA
Michael A. Canzone
CRD#: 3188329
7825 Fay Avenue, Suite 140, La Jolla, CA 92037

Michael Canzone (CRD# 3188329) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 25 years of experience in the finance industry.

4
Babak Gahvari, financial advisor La Jolla CA
Babak Gahvari
CRD#: 5252172
7825 Fay Avenue, Suite 140, La Jolla, CA 92037

Babak Gahvari (CRD# 5252172) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 12 years of experience in the finance industry.

5
Joseph Kalmanovitz, financial advisor La Jolla CA
Joseph P. Kalmanovitz
CRD#: 4492517
7825 Fay Avenue, Suite 140, La Jolla, CA 92037

Joseph Kalmanovitz (CRD# 4492517) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 22 years of experience in the finance industry.

6
James Mellon, financial advisor La Jolla CA
James A. Mellon
CRD#: 5988957
7825 Fay Avenue, Suite 140, La Jolla, CA 92037

James Mellon (CRD# 5988957) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 11 years of experience in the finance industry.

7
Aiden Cox, financial advisor La Jolla CA
Aiden Cox
CRD#: 7374528
7825 Fay Avenue, Suite 140, La Jolla, CA 92037

Aiden Cox (CRD# 7374528) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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