Gaetano
Cannata

Money Concepts Capital Corp

CRD#2575202
Investment Advisor
in Feeding Hills, MA

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About this Advisor

Gaetano Cannata is a financial advisor based in Feeding Hills, Massachusetts, working with Money Concepts Capital Corp. Gaetano has previously held positions at Money Concepts Capital Corp and Sgs Business Associates, Inc. Gaetano has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Gaetano is part of Money Concepts Capital Corp, which operates out of Feeding Hills, Massachusetts. The firm has 24 offices and 407 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Money Concepts Capital Corp includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

14 South Westfield
Feeding Hills, MA 01030

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,904,017,021

MA Average: $1,855,561,029
Total Number of Employees

407

MA Average: 62
Total Number of Accounts

14,363

MA Average: 2,474
Average Account Size

$202,187

MA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Gaetano Cannata Work History

1994 - Present (31 years)

Money Concepts Capital Corp

1988 - Present (37 years)

Sgs Business Associates, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gaetano Cannata to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Money Concepts Advisory Service

Joshua Branham
Palm Beach Gardens, FL
Michael Denison
Palm Beach Gardens, FL
Stephen Dudzinski
Palm Beach Gardens, FL
Samuel Ellsworth
Indianapolis, IN
Michael Momeno
Palm Beach Gardens, FL
Nathaniel Dodds
Bellefontaine, OH
William Peterman
Springfield, IL
Barry Marsolais
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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