Cantella & Co., Inc
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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
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 20 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.
Financial Advisors at Cantella & Co., Inc
Costa Mesa, CA