Cannell & Spears LLC

$6.99BAssets under management
as of Mar 2026 · SEC Form ADV
New York, NY
Visit website
23 people on Advicer connected to this.

Tech stack

No one at Cannell & Spears LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Cannell & Spears LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $2.1B held · filed Nov 2024
Fiduciary Trust Company International
Per Form ADV · $2.0B held · filed Nov 2024