Giulio Cannatello
Giulio Cannatello is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in San Jose, CA, with 13 years of industry experience. Giulio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
San Jose, CA
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Giulio is an investment advisor representative (IAR) with Kestra Advisory Services and a financial advisor with Transitions Wealth Advisors. He dedicates full-time hours to both roles, providing investment and insurance planning and advice.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Mariner Independent Advisor Network, LLC
LPL Financial LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
Banc of America Investment Services, INC.Broker
Securian Financial Services, INC.Broker
State Registrations2 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
More Advisors
- Jeremy Pomer, CFPKestra Advisory Services, LLC
- Shawn Okumura, CFPKestra Advisory Services, LLC
- Luzaida Pietri, CFPAmeriprise Financial Services, LLC
- Parvin Manuchehri, CFPClarity Wealth Advisors
- Brian King, CFPDiversify Advisory Services, LLC
- Christopher Raddie, ChFCMML Investors Services, LLC