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Chairman and Portfolio Manager · Cannell & Spears LLC

Joseph B. Werner

CRD 1904498 · Named on Form ADV at one SEC-registered adviser

At a glance

Cannell & Spears LLC, an SEC-registered wealth manager based in New York, NY with $7.0 billion in regulatory assets, lists Joseph B. Werner on its Form ADV as Chairman and Portfolio Manager, a control person.

Firms and roles

  • Cannell & Spears LLCChairman and Portfolio ManagerWealth manager · New York, NY · $7.0B in regulatory assets

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (21)

16 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.

See all 21 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.