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William Gerli Spears

Cannell & Spears LLC

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About William Gerli Spears

William Gerli Spears is an investment advisor representative currently employed by Cannell & Spears LLC. William Gerli Spears is registered with the state of New York and has been in the industry since January 2007. William Gerli Spears is a Chartered Financial Analyst and specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. William Gerli Spears is also involved with Spears & Co. LLC, an investment-related holding company, as a member. William Gerli Spears also provides Financial Planning and Selection of Other Advisers services.

Firm Information

William Spears 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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William Spears’s Registration & Firm History

NY

07/13/2021 - Present

Cannell & Spears LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Gerli Spears.
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