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William Henry Herrman ii

Cannell & Spears LLC

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About William Henry Herrman ii

William Henry Herrman ii is an Investment Advisor Representative at Cannell & Spears LLC. William is registered with the state of New York. William has over 15 years of experience in the financial services industry. William has been associated with Cannell & Spears LLC since August 2018. Before joining Cannell & Spears LLC, William was employed by SANFORD C. BERNSTEIN & CO., LLC. William holds the following licenses: Series 7, Series 31 and Series 66. William is a registered representative of Cannell & Spears LLC.

Firm Information

William Herrman ii 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 Herrman ii’s Registration & Firm History

NY

02/21/2024 - Present

Cannell & Spears LLC (NEW YORK NY)

NY

10/18/2002 - 08/20/2018

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/21/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 10/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Henry Herrman ii.
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