MC
CFP

Michael Anthony Canzone

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$275.8M

Fee Structure

Canter Wealth charges an asset-based advisory fee, which is negotiable based on factors like anticipated future assets, unique client circumstances, and additional services performed. Fees may be discounted for limited services. Final fee structures are established on a client-by-client basis and documented in the client's agreement.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Advisor Information

Office location

7825 Fay Avenue, Suite 140, La Jolla, CA, 92037

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Canter Wealth
May 2018 - Present · 7 yrs 8 mos
Previous Registrations
Nautilus Advisors LLC
December 2017 - February 2018 · 2 mos
Ameriprise Financial Services, INC.
November 2011 - January 2018 · 6 yrs 2 mos
Ameriprise Financial Services, INC. Broker
November 2011 - January 2018 · 6 yrs 2 mos
Strategic Advisers, INC.
May 2005 - December 2011 · 6 yrs 7 mos
Fidelity Brokerage Services LLCBroker
May 2005 - December 2011 · 6 yrs 7 mos
Cuso Financial Services, L.P. Broker
December 2004 - June 2005 · 6 mos
Cuso Financial Services, L.P.
December 2004 - June 2005 · 6 mos
Wachovia Securities, LLC Broker
July 2003 - December 2004 · 1 yr 5 mos
Wachovia Securities, LLC
July 2003 - December 2004 · 1 yr 5 mos
Prudential Securities Incorporated
November 2001 - July 2003 · 1 yr 8 mos
Prudential Securities IncorporatedBroker
August 1999 - July 2003 · 3 yrs 11 mos
Fortis Investors, INC.Broker
March 1999 - June 1999 · 3 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.