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Joseph Blair Werner

Cannell & Spears LLC

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About Joseph Blair Werner

Joseph Blair Werner is an investment advisor representative with Cannell & Spears LLC. Joseph Werner has been in the industry since 1989. He is registered with the state of New York. Joseph Blair Werner has passed the Series 2, Series 7, and Series 65 exams. He is experienced in portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Joseph Werner is also experienced in providing financial planning services, selection of other advisers, and review of asset allocation.

Firm Information

Joseph Werner is currently registered with Cannell & Spears LLC. Cannell & Spears LLC is an investment advisor registered with the SEC. Based in New York, NY, the firm manages approximately $6.3 billion in assets for a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and investment companies. Cannell & Spears offers a wide range of advisory services, including portfolio management, financial planning, and selection of other advisors. The firm also provides asset allocation reviews.
Cannell & Spears LLC

545 MADISON AVENUE

NEW YORK, NY 10022

$6.32B

Assets Under Management

2

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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review of asset allocation

Review of asset allocation

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Werner’s Registration & Firm History

NY

02/21/2024 - Present

Cannell & Spears LLC (NEW YORK NY)

NA

05/23/1989 - 03/18/1991

A. R. SCHMEIDLER & CO., INC.

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Licenses & Designations

IA

Issued 01/11/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1995

Series 2 - Non-Member General Securities Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Blair Werner.
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