Gaetano
Cannata
Money Concepts Capital Corp
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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
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,904,017,021
407
14,363
$202,187
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
Money Concepts Capital Corp
Sgs Business Associates, Inc
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.
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