Tech stack
No one at Cantor Fitzgerald Investment Advisors has shared their stack yet. Work here? Add the tools you use. 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 · $662M held · filed May 2024
T
Truist Investment Services, Inc.
Per Form ADV · $206M held · filed May 2024