CRD: 7449
Canaccord Genuity Wealth Management (USA) Inc.
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-08-1977
- Office Locations
- 11
Office Locations
About Canaccord Genuity Wealth Management (USA) Inc.
Canaccord Genuity is a global, full-service investment firm spanning capital markets/investment banking, wealth management, and specialist fund management (UK small- and multi-cap equities). Its Quest division provides cash-flow-return-based equity research on global stocks, and Pinnacle offers correspondent services for independent firms. In disclosed SMA holdings, ETFs are the largest allocation; custody includes Pershing.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
SELIM BEGIS
Chief Compliance Officer
- CRD
- #2760484
- Ownership
- Less than 5%
THOMAS WILLIAM COX JR
President, Senior Investment Advisor
- CRD
- #2744412
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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GEOFFREY DONALD BADGER
Senior Portfolio Manager
- CRD
- #4520730
Matthew Bryan Roy Baldwin
--
- CRD
- #7846131
Showing 2 of 78 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,455,625 | $1,188,207 |
| Non-Discretionary | $0 | -- |
| Total | $135,455,625 | $1,188,207 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |