Tejpal Ahluwalia is a registered investment advisor at Cannell & Spears LLC, based in New York, NY, with 8 years of industry experience. Tejpal 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.
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Current Registrations
Cannell & Spears LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
StephensBroker
State Registrations1 state
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