Cantella & Co., Inc
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About this Advisor
Curt Mangold is a financial advisor who works in Boston, Massachusetts, who has 10 years in the industry. Mangold works at Cantella & Co., Inc. Their career trajectory has included roles at Harbor Financial Services, LLC and Cantella & Co., Inc. Mangold holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Cantella & Co., Inc is a financial advisory firm that has its headquarters in Boston, Massachusetts. The firm has offices in 105 locations and a total of 235 employees. It manages $1 billion in assets under management among its 4,729 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 4,729 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Cantella & Co., Inc provides a number 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 advisory fee schedules typically are based on the type of services. However, fees charged by Cantella & Co., Inc can include some combination of 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
Curt Mangold Work History
Curt has 10 years of experience.
Cantella & Co., Inc
Harbor Financial Services, LLC
Curt Mangold has no disclosures.
Please visit their SEC profile for more details.