Chad
Partlow
Cantor Fitzgerald Investment Advisors
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About this Advisor
Chad Partlow is a financial advisor working out of Newport Beach, California who has 1 year of industry experience. Partlow is currently employed by Cantor Fitzgerald Investment Advisors. Their career trajectory has included roles at Cantor Fitzgerald & Co and Datafied Global. Partlow maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Idaho and Montana. Cantor Fitzgerald Investment Advisors is an advisory firm based in New York, NY. The company has offices in two locations and a total of 32 advisors. It oversees $2 billion in assets between its 1,961 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 31 charitable organizations. Of its 1,961 client accounts, 38% belong to high-net-worth clients who have at least $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely are based on which services the firm provides the client. However, fees billed by Cantor Fitzgerald Investment Advisors most likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cantor Fitzgerald Investment Advisors Brokerage Details
$2,336,482,672
32
1,961
$1,191,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Chad Partlow Work History
Chad has been registered as a financial advisor for 1 years.*
Cantor Fitzgerald & Co
Datafied Global
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Partlow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cantor Fitzgerald Investment Advisors
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
La Jolla, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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