CANACCORD GENUITY LLC

Broker-DealerFINRA MemberEst. 1953
Total AUM
Advisory reps
294
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
1020
Registered since
January 16, 1953

Firm profile

FINTRX

Overview

Canaccord Genuity LLC is organized as a limited liability company and is classified in FINTRX data as an investment bank. The firm has been SEC-registered since 1953. Ownership is recorded as a mix of domestic entities and individuals. FINTRX lists the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also noted as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • DANIEL DAVIAU

    President, Chief Executive OfficerCRD 6096472

  • JEFFREY BARLOW

    CEOCRD 2277052

  • JOHN QUEALY

    Chief Investment OfficerCRD 4414320

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Contacts

3 of 290
  • Esther Lee

    Investment Banking AssociateCRD 6975557

  • William Burditt

    Investment Banking AnalystCRD 7521435

  • Alec Hamilton

    Investment Banking AssociateCRD 7580259

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 Pennsylvania Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth