Cantella Capabilities Brochure You have the ambition.

You have the vision.

Our crew will support you
every step of the way.

Independent Financial Professionals

You want to maximize your independence
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Broker/Dealers

You want access to top tier service providers
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Registered Investment Advisors

You want to be able to focus on client relationships
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Technology Acquirers

You understand the value of an integrated solution
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Access to three powerful clearing platforms? You can count on it.

Pershing ABNY MELLON COMPANY
RAYMOND JAMES
NATIONAL FINANCIAL A FIDELITY INVESTMENTS COMPANY
Advisor-centric compliance services

So you can work with confidence.

SAYING YES We believe there is often wide latitude for our financial professionals to pursue their business interests within the boundaries of prudent management.

Reg BI Ready Training, technology, and tools to support advisors in today's regulatory landscape.

ADVOCATES Members of Cantella are actively involved in industry groups in order to represent the best interests of our advisors.

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Our leadership is young, diverse and you can always reach them.

MEET OUR LEADERS
Customized technology

So you can work more productively.

The breadth and depth of our technology capabilities is one of the strengths our clients value most about us. Our goal is to deliver customized solutions that help you work more securely and effectively. We do that not by turning to third party vendors, but by building our technology in-house. It’s a difference that makes a difference.

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