David Mazzullo is a registered investment advisor at Cannell & Spears LLC, based in New York, NY, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,486 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cannell & Spears charges an annual fee based on a percentage of the value of your portfolio. Because Cannell & Spears is a combination of two firms, there is no single fee schedule. Fees may be negotiable based on the size of your account and the type of investments involved.
Location
535 Madison Avenue, 14th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is a part owner in several real estate ventures, including Macollo, LLC, Hotel Dylan LLC, and RL BASZ LLC. These activities do not limit David's time during trading hours.
Employment History
Current Registrations
Cannell & Spears LLC
Previous Registrations
JonestradingBroker
Cantor Fitzgerald & CO.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.