Jeffrey
Anderson
Cantor Fitzgerald Investment Advisors
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About this Advisor
Jeffrey Anderson is a financial advisor operating in New York, New York who has 6 years of relevant experience. Anderson is an employee of Cantor Fitzgerald Investment Advisors. During their career, Anderson has held roles at Cantor Fitzgerald Investment Advisors Lp and Efficient Market Advisors, LLC. Anderson holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Cantor Fitzgerald Investment Advisors is a registered investment business operating out of New York, NY. The firm has offices in two locations and a total of 32 advisors. It controls $2 billion in total assets across its 1,961 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 31 charitable organizations. Of its 1,961 accounts, 38% are held by high-net-worth investors who have more than $1 million in assets. Cantor Fitzgerald Investment Advisors has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually vary depending on which service is provided. Fee types billed by Cantor Fitzgerald Investment Advisors most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cantor Fitzgerald Investment Advisors Brokerage Details
$2,336,482,672
32
1,961
$1,191,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jeffrey Anderson Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Cantor Fitzgerald Investment Advisors Lp
Efficient Market Advisors, 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 Jeffrey Anderson 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 Cantor Fitzgerald Investment Advisors
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Jacksonville, FL
New York, NY
New York, NY
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