Advisor at Canton Hathaway LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Canton Hathaway LLC
Location
Providence, RI 02903
Credentials
Series 63, Series 66
Industry experience
28 years
Anthony Marcello is a financial advisor with Canton Hathaway LLC in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Four Points Capital Partners and Cetera Advisor Networks. Outside of his advisory work, he is involved in consulting on real estate, insurance, and business introductions through ACM3, LLC. Canton Hathaway provides investment management and advisory services to individuals, families, trusts, charitable organizations, and institutional clients, managing approximately $673 million in assets. The firm uses a rules-based approach combining fundamental, technical, and quantitative research, and offers discretionary portfolio management, outsourced CIO services, and administration of affiliated private investment funds.
Based on Canton Hathaway LLC
Based on Canton Hathaway LLC
Outsourced CIO services fixed fee ranges from $50,000 to $150,000 per year, may be reduced or waived.
$0 - $2,000,000: 0.90% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: 0.60% annually
Account minimum: $2,000,000
One West Exchange Street, Suite 3202
Providence, RI 02903
Florida · Louisiana · Rhode Island
Four Points Capital Partners
2025 - Present (1 year)
Canton Hathaway, LLC
2020 - Present (6 years)
Cetera Advisor Networks Llc
2019 - 2020 (1 year)
Summit Financial Group Inc
2015 - 2020 (5 years)
Cetera
2015 - 2020 (5 years)
Summit Brokerage Services
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Providence, RI
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Series 63, Series 65
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