John
Moses

Cantella & Co., Inc

CRD#1314201
Investment Advisor
in Malden, MA

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About this Advisor

John Moses is a chartered financial consultant operating out of Malden, Massachusetts, with 19 years of experience as a financial advisor. Moses is an advisor for Cantella & Co., Inc. Throughout their career, Moses has worked at Cac Financial, Delta Equity Services Corporation, Delta Global Asset Management and Cantella & Co., Inc. Moses maintains a Series 63 license, which qualifies them as a securities agent, and can operate in Tennessee. Cantella & Co., Inc is an advisory firm that has its headquarters in Malden, Massachusetts. The investment advisory business has offices in 118 locations and a total of 244 employees. It oversees $2 billion in assets under management between its 6,281 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 21 charitable organizations. Of its 6,281 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a broad assortment of services, such as 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. Financial management fee schedules are based on the services provided. However, fees billed by Cantella & Co., Inc may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

20 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

350 Main Street. 3Rd Fl.
Malden, MA 02148

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Cantella & Co., Inc Brokerage Details

Total Assets Under Management

$1,695,671,774

MA Average: $16,012,751,954
Total Number of Employees

244

MA Average: 118
Total Number of Accounts

6,281

MA Average: 4,567
Average Account Size

$269,968

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 20 years of experience.

2018 - Present (2 years)

Cantella & Co., Inc

2000 - Present (20 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.

Financial Advisors at Cantella & Co., Inc

John Destefanis
Hingham, MA
Harold Hunt
Annapolis, MD
Bryan Rigg
Malden, MA
Jung Ock
Costa Mesa, CA
Ricardo Harmsen
Malden, MA
Prent Houck
Malden, MA
John Dolan
Mahwah, NJ
Ian Watson
Malden, MA

This content was compiled from the SEC and FINRA.

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