Peter B. Cannell & Company, Inc.

Peter B. Cannell & Company, Inc. (CRD# 106326) is a financial advisory firm headquartered in New York, NY. They manage $3,346,807,185 in 1,466 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,347
    MILLION
  • Total Number of Accounts
    1,466
    ACCOUNTS
  • Average Account Value
    $2,282,952
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NM, NY, PA, RI, TX, UT, VA, VT, WA

Financial Advisors at Peter B. Cannell & Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph B. Werner
CRD#: 1904498
645 Madison Avenue, New York, NY 10022
93
Wealthminder
score

Joseph Werner (CRD# 1904498) is an Investment Advisor Representative working at Peter B. Cannell & Company, Inc. in New York, NY and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.