Jesse Moreno is a CFP-designated registered investment advisor at Cantor Fitzgerald Investment Advisors, based in New York, NY, with 17 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,286 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.
Fee Estimator
Location
110 East 59th Street, 7th 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.
Learn about disclosures →Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald & CO.Broker
Previous Registrations
Bny Mellon Securities CorporationBroker
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations3 states
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