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).
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Total Assets Under Management5,857MILLION
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Total Number of Accounts2,321ACCOUNTS
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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
Tejpal Ahluwalia (CRD# 5930512) 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.
Robert Morgenthau (CRD# 1216047) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has over 40 years of experience in the finance industry.
John Raggio (CRD# 4970916) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.
James Breece (CRD# 5788435) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.
Michele Cleary (CRD# 6191125) 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.
Stacey Iscaro (CRD# 4298923) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has over 22 years of experience in the finance industry.
Lisa Kennedy (CRD# 7408224) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.
Margaret Maclennan (CRD# 5281784) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.
Diana Massey (CRD# 1699066) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.
Alina Miska (CRD# 7408148) is an Investment Advisor Representative working at Cannell & Spears LLC in New York, NY and has 1 year of experience in the finance industry.