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Jeannie Tai

Cannell & Spears LLC

New York, NY

CRD 3252568

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Employer firm

Cannell & Spears LLC CRD 142633

$6.99B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cannell & Spears Llc

535 Madison Avenue 14Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-11
  • NY RA
    APPROVED
    Since 2021-08-11

Branch Locations

535 Madison Avenue 14Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spears Abacus Advisors Llc New York NY 01/2020 Present
Integre Asset Management, Llc New York NY 07/2004 12/2019
  • 01/2020 → Present
    Spears Abacus Advisors Llc
    New York, NY
  • 07/2004 → 12/2019
    Integre Asset Management, Llc
    New York, NY
Other Names
  • Jeannie Woo

View on SEC IAPD

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