Cantella & Co. Inc.

Cantella & Co. Inc.

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350 Main St., 3rd Floor

Malden, MA 02148

(617) 521-8630

cantella.com

Clearing firm: Fidelity Clearing and Custody Solutions, Pershing LLC, Raymond James & Associates Inc.

No. advisers: 225

For More Information

CEOJay Lanstein
Recruiting ContactMatthew Rigatti
(800) 653-0391
E-mail
Compliance ContactSheelagh Howett
(617) 224-1420
E-mail
Marketing ContactKerry Tubbs
(617) 224-1461
E-mail
Technology Operations ContactAvijit Pathania
(617) 521-8630
E-mail

Recruitment & Staffing

2020 2019 2018
No. of reps221225
No. of reps, male
No. of reps, female
No. of producing reps
No. of producing reps, male
No. of producing reps, female
No. of reps producing $100K-$499K /year
No. of reps producing $500K+ /year
No. of CFPs
No. of full-time employees
No. of fee-based advisers served
Average payout per rep, per year
Avg. annual production of top 20% reps
Total payout, per year
Cost of E&O insurance per rep, per year
Affiliation fees charged per rep, per year
Affiliation fee coverage
$0-$249,999 $250K-$499,999 $500K-$749,999 $750K-$999,999 $1,000,000+
Mutual funds 86%-90% 86%-90% 91%-95% 91%-95% 91%-95%
Insurance 86%-90% 86%-90% 91%-95% 91%-95% 91%-95%
Variable annuities 86%-90% 86%-90% 91%-95% 91%-95% 91%-95%
Limited parterships Do not offer this product Do not offer this product Do not offer this product Do not offer this product Do not offer this product
Securities 86%-90% 86%-90% 91%-95% 91%-95% 91%-95%
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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