linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Frank Pfeiffer

Cannell & Spears LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Frank Pfeiffer

Paul Pfeiffer is a Registered Investment Advisor (RIA) with Cannell & Spears LLC in NEW YORK, NY. Paul has been in the industry since 07/2009 and has experience working at SPEARS ABACUS ADVISORS LLC. Cannell & Spears LLC is a firm focused on providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles, and selection of other advisers.

Firm Information

Paul Pfeiffer 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Pfeiffer’s Registration & Firm History

NY

08/02/2021 - Present

Cannell & Spears LLC (NEW YORK NY)

Not sure if Paul Frank Pfeiffer is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Frank Pfeiffer.
Not sure if Paul Frank Pfeiffer is right for you?