Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Kanter is an investment advisor representative with Silvercrest Asset Management Group LLC, located in Boston, MA. Todd has been in the industry since 1979 and is registered with the state of Massachusetts. Todd has experience with a variety of investment strategies, including portfolio management for individuals and businesses, as well as 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.
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.
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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2
MA
04/30/2013 - Present
Silvercrest Asset Management Group LLC (BOSTON MA)
MA
04/30/2001 - 12/31/2009
INVESTORS CAPITAL CORP. (BOSTON MA)
NY
05/30/2000 - 05/14/2001
ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)
NJ
07/26/1983 - 05/16/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
06/21/1979 - 08/10/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/25/1986
Series 24 - General Securities Principal Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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