Michael
Shotton
Cantor Fitzgerald Investment Advisors
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About this Advisor
Michael Shotton is a financial advisor operating in Los Angeles, California who has 1 year of relevant experience. Shotton works at Cantor Fitzgerald Investment Advisors. Over the course of their career, they have held roles at Realty Capital Securities, LLC and Cantor Fitzgerald & Co. Shotton holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Cantor Fitzgerald Investment Advisors is a financial advisory business operating out of New York, NY. The company has offices in two locations and a total of 32 people on staff. It handles $2 billion in total assets between its 1,961 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 31 charities and foundations. Of its 1,961 accounts, 38% are held by high-net-worth investors who have at least $1 million in investable assets. Cantor Fitzgerald Investment Advisors performs a diverse array 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 advisory fee schedules usually vary depending on which services are provided. Fee types billed by Cantor Fitzgerald Investment Advisors may include some blend 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
Michael Shotton Work History
Michael has been registered as a financial advisor for 1 years.*
Cantor Fitzgerald & Co
Cantor Fitzgerald & Co
Realty Capital Securities, LLC
*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 Michael Shotton 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
La Jolla, CA
Jacksonville, FL
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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