Canaccord Genuity Wealth Management (USA) Inc.

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Client assets under management

$99,770,254

Clients

55% high-net worth

Advisors

of 31 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,511,671

About

Canaccord Genuity Wealth Management (USA) Inc. is a registered investment adviser that also operates as a full-service broker‑dealer, offering discretionary portfolio management and commission-based brokerage accounts to a mix of clients including individuals, estates, trusts, corporate entities, and pension/profit‑sharing plans. The firm reports approximately $101.2 million in assets under management and works through a team of advisors to deliver portfolio management services.

The firm typically implements discretionary Portfolio Management Accounts governed by written Investment Policy Statements, using a combination of fundamental and technical analysis and quarterly monitoring to assess suitability and concentration. Clients may choose fee‑based or commission‑based account structures, and the firm may aggregate transactions across clients or combine household accounts for fee breakpoints and execution efficiency.

What distinguishes CGWM USA among its investment‑manager peers is that it combines registered adviser services with broker‑dealer activities and an affiliation with a larger holding company and clearing arrangements, requiring clients to open accounts introduced through the firm and custodied at Pershing. The firm discloses revenue‑sharing and incentive arrangements with Pershing (including interest splits and account‑opening incentives) that create firm‑level conflicts of interest, and it notes that advisors do not directly receive those payments.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

Negotiated individually with each client; fees vary based on factors such as IAR, asset value, service complexity, and administration level

Commissions

Clients have the option to invest through commission-based brokerage accounts as well as fee-based advisory accounts; commissions may apply if trades executed through other brokers charging commissions

Other

Account minimum: $100,000 (may be waived at discretion of CGWM USA) Fee-only: Advisory fees calculated as a percentage of assets under management, negotiated individually; no commissions charged on transactions through Pershing currently

Most active in

Alaska · California · Colorado · Florida · Illinois · Maryland · Nevada · New Jersey · New York · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

604-643-7300

Advisors at this firm

Corinne M

Series 63, Series 66

Wakefield, MA

Canaccord Genuity Wealth Management (USA) Inc.

Corinne Moccia Cunha is a financial advisor at Canaccord Genuity Wealth Management (USA) Inc. with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, and Raymond James Financial Services. Canaccord Genuity Wealth Management (USA) Inc. is a registered investment adviser and broker-dealer that offers discretionary portfolio management and commission-based brokerage accounts to individuals, estates, trusts, corporations, and pension plans. The firm manages approximately $101.2 million in assets and employs a combination of fundamental and technical analysis within a team-based approach.

Wealth management

Selim B

Series 63, Series 65

Amesbury, MA

Canaccord Genuity Wealth Management (USA) Inc.

Selim Begis is a financial advisor at Canaccord Genuity Wealth Management (USA) Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services, Steward Partners Investment Advisory, Collins Stewart LLC, and Canaccord Genuity Inc. prior to his current role. Canaccord Genuity Wealth Management (USA) Inc. provides discretionary portfolio management and commission-based brokerage services to individuals, estates, trusts, corporate entities, and pension/profit-sharing plans. The firm uses a combination of fundamental and technical analysis to manage accounts typically governed by written Investment Policy Statements.

Wealth management

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