Debra
Stotler

Cantella & Co., Inc

CRD#2987772
Investment Advisor
in Boston, MA
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About this Advisor

Debra Stotler is a certified financial planner operating in Boston, Massachusetts, who has 10 years of professional experience. Stotler is an advisor for Cantella & Co., Inc. During their career, Stotler has held roles at Moors & Cabot, Inc and Cantella & Co Inc. Stotler maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Cantella & Co., Inc is an advisory business that has its headquarters in Boston, Massachusetts. The company has offices in 105 locations and a total of 235 financial advisors. It manages $1 billion in total assets across its 4,729 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 4,729 client accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Cantella & Co., Inc has a diverse array of services, such as 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 largely depend on which services the firm provides the client. However, fees charged by Cantella & Co., Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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 Suite A
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

Debra Stotler Work History

Debra has 10 years of experience.

2015 - Present (4 years)

Cantella & Co Inc

2008 - 2015 (7 years)

Moors & Cabot, Inc

Disclosures

Debra Stotler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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