Daniel Joseph Wetchler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  Spears Abacus Advisors Llc
  New York, NY
• 09/2014 → 12/2019
  Integre Asset Management
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-10-04

Designations

• Chartered Financial Analyst