John
Moses

Cantella & Co., Inc

CRD#1314201
Investment Advisor
in Boston, MA
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About this Advisor

John Moses is an investment advisor who lives in Boston, Massachusetts. Currently a registered advisor at Cantella & Co., Inc, Moses has 18 years of practice in the financial advisory industry. Moses holds a Series 63 license, which certifies the advisor as a securities representative. Moses is registered to operate based out of Tennessee. The advisor has gained experience at Cac Financial, Delta Equity Services Corporation, Delta Global Asset Management and Cantella & Co., Inc. Cantella & Co., Inc is headquartered in Boston, Massachusetts, and operates out of 105 offices in the nation. Overall, Cantella & Co., Inc manages $1 billion in assets throughout 4,729 accounts and employs more than 235 people. The firm's total assets under management makes it one of the larger investment advisory firms in the country. The firm manages 2,743 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cantella & Co., Inc can provide 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

John Moses Work History

John has 18 years of experience.

2018 - Present (1 year)

Cantella & Co., Inc

2000 - Present (19 years)

Cac Financial

2009 - 2017 (8 years)

Delta Global Asset Management

2006 - 2017 (11 years)

Delta Equity Services Corporation

Disclosures

John Moses has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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