Walter
Giles
Cannell & Co
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About this Advisor
Walter Giles is a financial advisor who works in New York, New York with a total of 1 year of industry experience. Giles is on the advisory team at Cannell & Co. During their career, Giles has held roles at Beck Mack & Oliver LLC and Peter B. Cannell & Co.., Inc. Giles is able to advise clients in New York. Cannell & Co is a business based in New York, NY. The company has a total of 23 financial advisors. It administers $4 billion in assets under management across its 1,565 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 34 charitable organizations. Of its 1,565 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules depend on the services offered. Fees billed by Cannell & Co most likely include asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Cannell & Co Brokerage Details
$3,633,836,590
23
1,565
$2,321,940
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Walter Giles Work History
Walter has been registered as a financial advisor for 1 years.*
Peter B. Cannell & Co.., Inc
Beck Mack & Oliver 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 Walter Giles 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 & Co
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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