A complete list of active advisors currently associated with Canaccord Genuity Wealth Management (USA) Inc.
Warmer can help you find a great advisor at Canaccord Genuity Wealth Management (USA) Inc. or one who fits your needs even better.
Canaccord Genuity Wealth Management (USA) Inc. is a registered investment adviser that also operates as a full-service broker‑dealer, offering discretionary portfolio management and commission-based brokerage accounts to a mix of clients including individuals, estates, trusts, corporate entities, and pension/profit‑sharing plans. The firm reports approximately $101.2 million in assets under management and works through a team of advisors to deliver portfolio management services. The firm typically implements discretionary Portfolio Management Accounts governed by written Investment Policy Statements, using a combination of fundamental and technical analysis and quarterly monitoring to assess suitability and concentration. Clients may choose fee‑based or commission‑based account structures, and the firm may aggregate transactions across clients or combine household accounts for fee breakpoints and execution efficiency. What distinguishes CGWM USA among its investment‑manager peers is that it combines registered adviser services with broker‑dealer activities and an affiliation with a larger holding company and clearing arrangements, requiring clients to open accounts introduced through the firm and custodied at Pershing. The firm discloses revenue‑sharing and incentive arrangements with Pershing (including interest splits and account‑opening incentives) that create firm‑level conflicts of interest, and it notes that advisors do not directly receive those payments.
To learn more about the advisors currently working at Canaccord Genuity Wealth Management (USA) Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Amesbury, MA
| 27
| |
Wakefield, MA
| 30
|
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