Cantella & Co., Inc
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About this Advisor
Bruce Jakiel is a financial advisor working in Boston, Massachusetts, who has been in the advisory business for 14 years. Jakiel currently works for Cantella & Co., Inc. Throughout their career, they have worked at State Of Pennsylvania, Second Foundation Consulting, Edward Jones and Cantella & Co., Inc. Jakiel maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Cantella & Co., Inc is a registered investment business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 105 locations and a total of 235 advisors. It controls $1 billion in total assets among its 4,729 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 4,729 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Cantella & Co., Inc offers a wide assortment 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. Fees charged by financial advisors depend on the financial services provided. However, fees charged by Cantella & Co., Inc may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cantella & Co., Inc Brokerage Details
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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
Bruce Jakiel Work History
Bruce has 14 years of experience.
Cantella & Co., Inc
State Of Pennsylvania
Second Foundation Consulting
Bruce Jakiel has disclosures.
Please visit their SEC profile for more details.