Tejpal
Ahluwalia
Cannell & Spears LLC
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About this Advisor
Tejpal Ahluwalia is a financial advisor based in New York, New York, working with Cannell & Spears LLC. Tejpal has previously held positions at Emory University, Samarian Group, LLC, Tripath Media LLC, Stephens Inc, Bank Of America Merrill Lynch, and Spears Abacus Advisors LLC. Tejpal has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Tejpal is part of Cannell & Spears LLC, which operates out of New York, New York. The firm has 1 office and 40 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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, selection of other advisers, and other services. The fee structure at Cannell & Spears LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cannell & Spears LLC Brokerage Details
$5,856,500,000
40
2,321
$2,523,266
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
- Other
Tejpal Ahluwalia Work History
Spears Abacus Advisors LLC
Bank Of America Merrill Lynch
Tripath Media LLC
Stephens Inc
Samarian Group, LLC
Emory University
Disclosures
Please visit the SEC profile of Tejpal Ahluwalia 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 Cannell & Spears LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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