Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Giles is a registered investment advisor representative with Cannell & Spears LLC. Edward Giles is registered with the state of New York. Edward has been in the industry since August 2011. The firm's main office is located in New York, NY. The firm manages assets for a variety of client types, including individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pooled investment vehicles. The firm's advisory services include financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Review of asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
02/21/2024 - Present
Cannell & Spears LLC (NEW YORK NY)
Active
Inactive
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