Cantella
Financial Services
Boston, Massachusetts, United States
58 employees
- Employees
- 58
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Cantella Overview
- Headquarters
- Boston, Massachusetts, United States
- Phone Number
- Available in AeroLeads
- Website
- joincantella.com
- Industry
- Financial Services
- Employees
- 58
- Founded
- 1952
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Cantella
At Cantella, we're more than just a branch office. We're a firm committed to empowering independent financial professionals. With a rich history spanning 70+ years, we operated a successful BD and RIA, and cultivated strong partnerships with leading clearing firms like BNY Mellon | Pershing, Fidelity Clearing & Custody, and Raymond James Custody & Clearing. This experience equips us with a unique level of expertise that sets us apart from traditional branch offices. In 2022, we strategically aligned with Cambridge Investment Research, Inc., a decision rooted in our dedication to preserving our entrepreneurial culture and providing exceptional support to our nationwide network of advisors. Cambridge's commitment to independence, flexibility, and choice resonated with our values, making it the ideal partner to enhance our offerings. With Cantella, you gain a partner dedicated to helping you build a successful and sustainable practice. Our expertise, coupled with Cambridge, Fidelity and Pershing’s platform offerings, positions you for long-term growth and success. Deep-Rooted Experience: Our extensive history and experienced team provide a solid foundation for supporting your business. Innovative Solutions & High-Touch Support: We leverage industry-leading technology and resources to enhance your practice's effectiveness and differentiate ourselves with unparalleled, elite support. We will be there for you every step of the way. Relationship-Driven Approach: We prioritize building strong relationships and fostering a collaborative community. Securities through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Cantella. Cantella is owned and operated by Cambridge and its affiliates. Content provided via links to third party sites shouldn't be considered an endorsement.
Cantella Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Cantella Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jennie Devlin | President of Cantella & Co., Inc. | Malden, Massachusetts, United States |
Email
Phone
|
| Sheelagh Howett | Cantella & Co Inc. | Malden, Massachusetts, United States |
Email
Phone
|
| Valerie Cantella | Valerie Cantella Consulting, Llc | Santa Barbara, California, United States |
Email
|
| Vincent M. Recchia, Crpc® | Financial Advisor at Cambridge | Winthrop, Massachusetts, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
22 profiles
Executive
4 profiles
Manager
3 profiles
Associate / junior
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 6 | 6 | 4 |
| Finance | 4 | 4 | 2 |
| Executive | 2 | 2 | 1 |
| Legal | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
Cantella Tech Stack
Engineering
2 profiles
Compare Similar Companies to Cantella
Jefferies
Investment Banking
Cambridge Investment Research, Inc.
Financial Services
Moors & Cabot
Financial Services
Centinel Financial Group, LLC
Financial Services
Crestwood Advisors
Investment Management
Alden Investment Group
Financial Services
Munroe Morrow Wealth Management
Financial Services
King Capital Advisors, Inc.
Financial Services
Flagship Wealth Partners
Financial Services
Upholdings
Investment Management