Jeffrey
Cannella

Royal Alliance Associates, Inc

CRD#2236889
Investment Advisor
in Elizabeth, CO

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About this Advisor

Jeffrey Cannella is a financial advisor working in Elizabeth, Colorado with 13 years of relevant experience. Cannella currently works for Royal Alliance Associates, Inc. They have spent the entirety of their career at Royal Alliance Associates, Inc. Cannella maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in Colorado and Florida. Royal Alliance Associates, Inc is a financial advisory company based in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 people on staff. It has $30 billion in assets under management among its 149,233 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 191 charities and foundations. Of its 149,233 accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Royal Alliance Associates, Inc offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on the type of services provided. Fee types billed by Royal Alliance Associates, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1760 Private Road 130
Elizabeth, CO 80107

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

CO Average: $10,121,009,343
Total Number of Employees

3,704

CO Average: 92
Total Number of Accounts

149,233

CO Average: 6,978
Average Account Size

$197,920

CO Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Cannella Work History

Jeffrey has been registered as a financial advisor for 13 years.*

2007 - Present (17 years)

Royal Alliance Associates

*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 Jeffrey Cannella 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 Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Amanda Johnson
Spokane, WA
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Trisha Qualy
St Louis Park, MN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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