CC
CC

Christopher Cannata

10 Years of Experience
Melville, NY

Christopher Cannata is a registered investment advisor at Howard Capital Management, LLC, based in Melville, NY, 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 Federal Employees, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,608 clients with $8B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
10,608 clients
Average Client Portfolio
$755K average
Assets Under Management
$8.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.10%

Fees are negotiable. The fee retained by Howard Capital Management is up to 1.10% of assets under management, after paying a portion to the client's primary investment professional.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Melville, NY

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Howard Capital Management, LLC
August 2020 - Present · 6 yrs 2 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.
More Advisors