Curt
Mangold

Cantella & Co., Inc

CRD#4134495
Investment Advisor
in Boston, MA
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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

Series 66

Years of Experience

10 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, Commissions

Disclosures

No

Office Location

28 State Street 40Th Floor
Boston, MA 02109

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Cantella & Co., Inc Brokerage Details

Total Assets Under Management

$1,253,803,424

MA Average: $16,012,751,954
Total Number of Employees

235

MA Average: 118
Total Number of Accounts

4,729

MA Average: 4,567
Average Account Size

$265,131

MA Average: $3,506,186

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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.

2015 - Present (4 years)

Cantella & Co., Inc

2008 - 2015 (7 years)

Harbor Financial Services, LLC

Disclosures

Curt Mangold has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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