John
Sullivan

Cantella & Co., Inc

CRD#1185203
Investment Advisor
in Malden, MA

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About this Advisor

John Sullivan is a financial advisor based out of Malden, Massachusetts with 5 years of industry experience. Sullivan works at Cantella & Co., Inc. During their career, Sullivan has held roles at Detwiler Fenton & Co, Detwiler Fenton Wealth Management Inc, Detwiler Fenton Investment Management LLC, Rpg Asset Management, Nesteggs Retirement Plan Services, Inc, Axa Advisors, LLC, Cantella & Co., Inc, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc and Cantella & Co. Inc. Sullivan maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Cantella & Co., Inc is a financial advisory business that has its headquarters in Malden, MA. The investment advisory business has offices in 113 locations and a total of 197 advisors. It has $2 billion in total assets among its 5,665 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 5,665 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a number 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. Fees for financial management depend on which services the firm provides the client. However, fees charged by Cantella & Co., Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 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

Office Location

389 Main Street, 1St Fl.
Malden, MA 02148

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Cantella & Co., Inc Brokerage Details

Total Assets Under Management

$1,929,399,963

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

197

MA Average: 118
Total Number of Accounts

5,665

MA Average: 4,567
Average Account Size

$340,583

MA Average: $3,506,186

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 Sullivan Work History

John has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2022 - Present (2 years)

Cambridge Investment Research, Inc

2018 - Present (6 years)

Cantella & Co., Inc

2018 - Present (6 years)

Cantella & Co., Inc

2018 - 2022 (4 years)

Cantella & Co. Inc

2017 - 2018 (1 year)

Axa Advisors, LLC

2016 - 2017 (1 year)

Nesteggs Retirement Plan Services, Inc

2015 - 2015 (< 1 year)

Detwiler Fenton & Co

2015 - 2016 (1 year)

Rpg Asset Management

2011 - 2015 (4 years)

Detwiler Fenton Wealth Management Inc

2010 - 2015 (5 years)

Detwiler Fenton Investment Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cantella & Co., Inc

Stuart Cutler
Malden, MA
Janelle Aldridge
Wake Forest, NC
Stephen Beaird
Malden, MA
David Alves
Malden, MA
Jill Haueter
Malden, MA
Steven Dias
Malden, MA
Dominic Romano
Malden, MA
Vincent Recchia
Malden, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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