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Jannelle Lynn Cannizzaro-fong

Andrew Garrett Inc.

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About Jannelle Lynn Cannizzaro-fong

Jannelle Cannizzaro-fong has been in the financial industry since August 2006 and is currently a Registered Representative with Andrew Garrett Inc. Jannelle holds the Series 99TO and SIE product exams, and the Series 27 principal exam. Andrew Garrett Inc. is a registered investment adviser specializing in portfolio management for individuals and selection of other advisers. Andrew Garrett Inc. also provides financial planning services to individuals and other clients.

Firm Information

Jannelle Cannizzaro-fong is currently registered with Andrew Garrett Inc.. Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.
Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jannelle Cannizzaro-fong’s Registration & Firm History

NY

08/31/2006 - Present

Andrew Garrett Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/30/2006

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jannelle Lynn Cannizzaro-fong.
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