Giulio Cannatello (CRD# 5607023) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Jose, CA and has over 14 years of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | San Jose, CA | Oct 2020 - Current | 3 |
Lpl Financial, LLC | San Jose, CA | Apr 2019 - Sep 2020 | 1 |
Strategic Wealth Advisors Group, LLC | San Jose, CA | Apr 2019 - Sep 2020 | 1 |
Unionbanc Investment Services | Palo Alto, CA | Sep 2015 - Mar 2019 | 3 |
Mufg Union Bank | Palo Alto, CA | Aug 2015 - Mar 2019 | 3 |
Intero Real Estate | Los Altos, CA | Apr 2012 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
S63 | Uniform Securities State Law Examination | Nov 2015 |
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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