Cantor Fitzgerald Wealth Partners, LLC

Cantor Fitzgerald Wealth Partners, LLC (CRD# 167479) is a financial advisory firm headquartered in New York, NY. They manage $401,315,471 in 955 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    955
    ACCOUNTS
  • Average Account Value
    $420,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
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.

CT, FL, GA, IL, LA, MA, MI, MN, NC, NJ, NY, OH, PA, TX, UT

Financial Advisors at Cantor Fitzgerald Wealth Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Richard R. Applegate
CRD#: 821789
K&l Gates Center, 210 Sixth Avenue, Suite 600, Pittsburgh, PA 15222
96
Wealthminder
score

Richard Applegate (CRD# 821789) is an Investment Advisor Representative working at Cantor Fitzgerald Wealth Partners, LLC in Pittsburgh, PA and has over 34 years of experience in the finance industry. Richard Applegate 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.

2
Nancy I. Kunz
CRD#: 1035821
K&l Gates Center, 210 Sixth Avenue, Suite 600, Pittsburgh, PA 15222
96
Wealthminder
score

Nancy Kunz (CRD# 1035821) is an Investment Advisor Representative working at Cantor Fitzgerald Wealth Partners, LLC in Pittsburgh, PA and has over 35 years of experience in the finance industry. Nancy Kunz 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.

3
Marilyn S. Napoli
CRD#: 5501299
499 Park Avenue, 6th Floor, New York, NY 10022
96
Wealthminder
score

Marilyn Napoli (CRD# 5501299) is an Investment Advisor Representative working at Cantor Fitzgerald Wealth Partners, LLC in New York, NY and has over 9 years of experience in the finance industry. Marilyn Napoli 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
Stanley Gregor
CRD#: 1672974
499 Park Avenue, 6th Floor, New York, NY 10022
93
Wealthminder
score

Stanley Gregor (CRD# 1672974) is an Investment Advisor Representative working at Cantor Fitzgerald Wealth Partners, LLC in New York, NY and has over 30 years of experience in the finance industry.

5
Russel Khanuk
CRD#: 5106889
499 Park Avenue, 6th Floor, New York, NY 10022
93
Wealthminder
score

Russel Khanuk (CRD# 5106889) is an Investment Advisor Representative working at Cantor Fitzgerald Wealth Partners, LLC in New York, NY and has over 11 years of experience in the finance industry.

6
William N. Natsis
CRD#: 4931382
499 Park Avenue, 6th Floor, New York, NY 10022
93
Wealthminder
score

William Natsis (CRD# 4931382) is an Investment Advisor Representative working at Cantor Fitzgerald Wealth Partners, LLC in New York, NY and has over 11 years of experience in the finance industry.

7
Lowell R. Serhus
CRD#: 2748747
499 Park Avenue, 6th Floor, New York, NY 10022
93
Wealthminder
score

Lowell Serhus (CRD# 2748747) is an Investment Advisor Representative working at Cantor Fitzgerald Wealth Partners, LLC in New York, NY and has over 17 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.