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 65
Industry experience
19 years
Robert Cusack is a financial advisor at Canton Hathaway LLC in Providence, RI, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Canton Hathaway since 2018. Prior to that, he was with WhaleRock Point Partners, LLC from 2012 to 2018. Outside of his advisory role, he serves as Chief Financial Officer at EMB, LLC, overseeing financial administration, and is the board secretary for the nonprofit Tobacco Settlement Financial Corp. Canton Hathaway provides investment management and advisory services to individuals, family groups, trusts, charitable organizations, and institutional clients. The firm employs a rules-based investment approach that integrates fundamental, technical, and quantitative research with proprietary risk models, managing approximately $673 million in assets through a small team.
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 · Rhode Island
Canton Hathaway, LLC
2018 - Present (8 years)
EMB, LLC
2018 - Present (8 years)
WhaleRock Point Partners, LLC
2012 - 2018 (6 years)
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Is active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Lawyer
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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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