Frank
Pipala

Cantella & Co., Inc

CRD#363929
Investment Advisor
in Boston, MA
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About this Advisor

Frank Pipala is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered investment advisor at Cantella & Co., Inc, they have accrued 18 years of professional experience as a financial advisor. Pipala has a Series 63 license, designating the advisor as a securities representative. Pipala is registered to work with investors based out of Connecticut. Pipala has worked their career at Cantella & Co., Inc. Cantella & Co., Inc is headquartered in Boston, Massachusetts, and has 105 other locations in the country. As an advisor firm, Cantella & Co., Inc manages $1 billion in assets throughout 4,729 accounts and retains more than 235 people. The firm's total assets under management places it among the larger firms in the nation. The firm manages 2,743 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Cantella & Co., Inc provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

18 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

Yes

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

Frank Pipala Work History

Frank has 18 years of experience.

2000 - Present (19 years)

Cantella & Co., Inc

Disclosures

Frank Pipala has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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