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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Joseph Cannataro is a Registered Representative and Investment Adviser Representative with Blackrock Investment Management, LLC in Princeton, New Jersey. Thomas has been in the securities industry since 1997. Thomas's previous experience includes roles at FAM Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and Smith Barney Inc. Thomas has passed numerous industry exams including the Series 7, Series 24, Series 31, Series 63, and Series 65 exams. Thomas holds a current approved registration with the state of New Jersey for both Broker-Dealer and Investment Advisor activities. Thomas specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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.
1
2
NJ
09/29/2006 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
11/08/2004 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
11/02/2001 - 11/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/27/1998 - 10/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/29/1997 - 05/18/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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