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Antonio Cannataro

Commonwealth Financial Network
21 Years of Experience
Miami, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Antonio Cannataro is a registered investment advisor at Commonwealth Financial Network, based in Miami, FL, with 21 years of industry experience. Antonio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Miami, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2024
Final
Financial
September 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Antonio sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner of Lealata Private Wealth Management, LLC, which facilitates securities, advisory, and insurance business, and occupies all of Antonio's time.

Employment History
Current Registrations
Commonwealth Financial Network
May 2022 - Present · 4 yrs 5 mos
Commonwealth Financial Network
May 2022 - Present · 4 yrs 5 mos
Commonwealth Financial NetworkBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2016 - January 2022 · 5 yrs 1 mo
Ameriprise Financial Services, LLCBroker
February 2005 - January 2022 · 16 yrs 11 mos
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
Gunnallen Financial, INCBroker
December 2004 - January 2005 · 1 mo
State Registrations3 states
FLNYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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