Allen Cantoni is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Pittsford, NY, with 18 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1200 Pittsford Victor Rd Ste 100, Pittsford, NY, 14534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allen has ownership stakes in Cantoni Properties LLC, Roth Roc Enterprises LLC, and Riesy and Co, LLC, all related to real estate and winery businesses. He dedicates minimal time to these ventures.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Esl Investment Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations31 states
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
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