Cantella & Co., Inc
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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
Years of Experience
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Cantella & Co., Inc Brokerage Details
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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.
Cantella & Co., Inc
Delta Global Asset Management
Delta Equity Services Corporation
John Moses has disclosures.
Please visit their SEC profile for more details.