Cantor Fitzgerald Investment Advisors logo

Cantor Fitzgerald Investment Advisors

Updated today

Client AUM

$1,331,918,213

Clients

1,217

Advisors

32

across 3 offices

About

Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a broad client base that includes individual and high‑net‑worth investors, institutional clients, financial intermediaries, registered investment companies, and privately offered pooled vehicles. The firm also acts as an advisor, sub‑advisor, model portfolio provider, and research provider to sponsored programs, TAMPs, UMAs, and other third‑party platforms.

CFIA offers proprietary ETF model portfolios built using a three‑step process of asset allocation, portfolio construction, and periodic rebalancing, and implements strategic, tactical and opportunistic asset allocation informed by macroeconomic research while primarily utilizing index‑based ETFs for diversification. Its separate Value and Income strategies follow a large‑cap value orientation with fundamental analysis, dividend‑income emphasis and limited use of covered‑call option writing, and CFIA manages fixed‑income exposure with relatively shorter average maturities consistent with client objectives.

The firm is the adviser to multiple registered investment companies (including the Equity Dividend Plus, Infrastructure, Large Cap Focused, International Equity, Equity Opportunity, and High Income funds) and operates a continuously‑offered interval Infrastructure Fund that allocates to both private infrastructure funds and public infrastructure securities; CFIA also sponsors and advises private pooled funds that may pay performance‑based allocations. CFIA recently consolidated Smith Group Asset Management, LLC as a wholly owned subsidiary and discloses affiliations with a broker‑dealer in the Cantor Fitzgerald group and with affiliates that serve as general partners or hold interests in trading venues—relationships that the firm identifies in its brochure and addresses through disclosed policies and procedures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management

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Fee options

Percentage

$0 - $1,000,000: 0.75% annually $1,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually

Project-based

Portfolio analysis and review provided at negotiable hourly rates.

Performance-based

Performance-based allocation fees charged for certain Private Funds; no performance fees for Managed ETF Portfolios, Value and Income Strategies, or Registered Funds.

Other

Account minimum: $500,000 Fee-only: Advisory fees based on assets under management; no commissions for advisory services.

Main office

See office

110 East 59th Street, 7th Floor

New York NY 10022

Advisors at this office

28

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

Bsp Member Manager, LLC (Relying Advisor) · Cantor Fitzgerald Investment Advisors · Cantor Fitzgerald Investment Advisors, L.P. · Cdf Ii, LLC (Relying Advisor) · Cdmf, LLC (Relying Advisor) · Efficient Market Advisors · Flippin Bruce & Porter

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William K

CFA®

New York, NY

Cantor Fitzgerald Investment Advisors

William Ketterer is a CFA® charterholder with 17 years of industry experience. He currently serves as an advisor at Cantor Fitzgerald Investment Advisors and has held roles at Cantor Fitzgerald & Co. and Smith Group Asset Management over the past 17 years. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutions, and financial intermediaries. The firm employs a three-step process for ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation, utilizing primarily index-based ETFs for diversification.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Jacob R

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Jacob Reinhart is a financial advisor at Cantor Fitzgerald Investment Advisors with five years of industry experience. He has been with Cantor Fitzgerald since 2021 and previously worked at SC Distributors. Reinhart holds Series 63 and Series 65 licenses. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and combines strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Christopher Z

CFA®

New York, NY

Cantor Fitzgerald Investment Advisors

Christopher Zogg is a CFA® charterholder with 17 years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked for Smith Group Asset Management, LLC and Smith Asset Management Group, LP. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds with a focus on strategic asset allocation and diversification.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Timothy C

Series 63, Series 66, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Timothy Collier is a financial advisor at Cantor Fitzgerald Investment Advisors with 15 years of industry experience. He has held previous roles at Griffin Capital Securities, Merrill, and SourceOne Dental. Collier holds Series 63, Series 65, and Series 66 designations. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse clientele, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm uses proprietary ETF model portfolios with a focus on strategic, tactical, and opportunistic asset allocation primarily through index-based ETFs.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
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Ethan K

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Ethan Kaufman is a financial advisor at Cantor Fitzgerald Investment Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including UBS, NewEdge Advisors, and Periscope Wealth Management. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes proprietary ETF model portfolios with a focus on strategic and tactical asset allocation informed by macroeconomic research, primarily employing index-based ETFs for diversification.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

John B

CFA®, Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

John Bruce is a CFA® charterholder with 39 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 36 years at Flippin, Bruce & Porter, Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs a three-step approach to ETF model portfolios involving asset allocation, portfolio construction, and periodic rebalancing, and manages various registered investment companies and private funds.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Dennis M

Series 65, Series 63

New York, NY

Cantor Fitzgerald Investment Advisors

Dennis Mikhno is a financial advisor at Cantor Fitzgerald Investment Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Citadel Securities Americas LLC, Morgan Stanley & Co. LLC, and Barclays Capital Inc. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm offers proprietary ETF model portfolios utilizing a process of asset allocation, portfolio construction, and rebalancing, and manages fixed-income and equity strategies across various registered investment companies and private pooled funds.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Gregory F

Series 66

New York, NY

Cantor Fitzgerald Investment Advisors

Gregory Ferguson is a financial advisor at Cantor Fitzgerald Investment Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Marathon (a subsidiary of Stadion Money Management), and InvestX Capital Ltd. prior to joining Cantor Fitzgerald. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a wide range of clients, including individuals, institutions, and financial intermediaries. The firm utilizes a proprietary ETF model portfolio approach incorporating strategic, tactical, and opportunistic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Jason H

Series 65, Series 63

New York, NY

Cantor Fitzgerald Investment Advisors

Jason Hayes is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has worked within various Cantor Fitzgerald entities since 2016. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm specializes in ETF model portfolios, strategic asset allocation informed by macroeconomic research, and manages multiple registered investment companies and private pooled funds.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Spencer M

Series 65

La Jolla, CA

Cantor Fitzgerald Investment Advisors

Spencer Morgan is a Series 65 licensed financial advisor with six years of industry experience. He is currently with Cantor Fitzgerald Investment Advisors and previously worked at TBM Consulting Group and Efficient Market Advisors, LLC. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base including individual, high-net-worth, and institutional investors. The firm employs a strategic approach using proprietary ETF model portfolios and offers specialized value and income strategies alongside fixed-income management.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
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John B

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

John Bacigalupi is a financial advisor at Cantor Fitzgerald Investment Advisors with 19 years of industry experience. He has been with Cantor Fitzgerald & Co. since 2016. Bacigalupi serves as the president of the San Francisco chapter of the Financial Planning Association, a nonprofit financial advocacy group. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutions, and financial intermediaries. The firm utilizes proprietary ETF model portfolios with strategic allocation informed by macroeconomic research and manages multiple registered investment companies and private funds.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Cody R

Series 65, Series 63

New York, NY

Cantor Fitzgerald Investment Advisors

Cody Rominger is a financial advisor with Cantor Fitzgerald Investment Advisors, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Cantor Fitzgerald since 2017 and was previously with Efficient Market Advisors, LLC from 2015 to 2017. Cantor Fitzgerald Investment Advisors, L.P. provides discretionary investment management and advisory services to a diverse client base, including individual, high-net-worth, and institutional investors. The firm employs proprietary ETF model portfolios with strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs and manages several registered investment companies and private pooled funds.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Tiffany O

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Tiffany Orcutt is a financial advisor at Cantor Fitzgerald Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Smith Asset Management Group for 10 years before joining Cantor Fitzgerald in 2023. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm utilizes proprietary ETF model portfolios and employs a combination of strategic, tactical, and opportunistic asset allocation informed by macroeconomic research.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Christopher Y

Series 65, Series 63

New York, NY

Cantor Fitzgerald Investment Advisors

Christopher Yost is a financial advisor at Cantor Fitzgerald Investment Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cantor Fitzgerald & Co. since 2016. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs a process-driven approach using proprietary ETF model portfolios and offers strategies focused on large-cap value, dividend income, and fixed-income management.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
user avatar

Owen B

Series 63, Series 65

New York, NY

Cantor Fitzgerald Investment Advisors

Owen Burns is a financial advisor at Cantor Fitzgerald Investment Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BBVA Wealth Solutions Inc., Compass Bank, and related BBVA entities. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individual and high-net-worth investors, institutional clients, and financial intermediaries. The firm employs proprietary ETF model portfolios that incorporate strategic, tactical, and opportunistic asset allocation primarily using index-based ETFs, and manages a variety of registered and private investment funds.

ESG / Sustainable investing Private / alternative investments Real estate investing Active portfolio management Wealth management
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