SB
Stephen Beaird
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Work Experience
N/A
Present
Client Services
Present
Company Details
51-200 Employees
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 offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Cantella aren't affiliated. Content provided via links to third party sites shouldn't be considered an endorsement, as we can't verify completeness or accuracy.
Year Founded
1952
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Banks & Financial Services
HQ Location
Boston, Massachusetts 02148, US
Keywords
Broker/Dealer and RIA
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