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Christopher Cannata

10 Years of Experience

Christopher Cannata is a registered investment advisor at Howard Capital Management, INC., based in Roswell, GA, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,402 clients with $6.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$660K average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Howard Capital Management charges an advisory fee based on a percentage of the assets they manage. The fee is negotiable and may vary depending on factors like account size and complexity. The portion of the advisory fee that Howard Capital Management retains, after payment to your primary investment professional, will range up to, but will not exceed, 1.1% of assets under management. The fee is generally billed monthly in advance, based on the value of your account at the end of the previous month. There may be transaction charges involved with the purchasing or selling of securities which are separate and distinct from advisory fees paid to our firm.

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Location

1145 Hembree Rd., Roswell, GA, 30076

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Howard Capital Management, INC.
August 2020 - Present · 5 yrs 8 mos
Previous Registrations
Foreside Fund Services, LLCBroker
February 2019 - May 2019 · 3 mos
Kbs Capital Markets Group LLCBroker
September 2017 - November 2018 · 1 yr 2 mos
Owl Rock SecuritiesBroker
July 2017 - August 2017 · 1 mo
Carey Financial, LLCBroker
May 2014 - July 2017 · 3 yrs 2 mos
AXA Advisors, LLCBroker
March 2014 - May 2014 · 2 mos
State Registrations2 states
GANY
Advisor

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.