William Joseph Canty
Investment adviser representative at Canty Wealth Management
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$254MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Canty Wealth ManagementDec 2024 to now
- Cantyfinancial Management, IncJan 1997 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Canty Wealth Management
Legal name: Canty Financial Management, Inc.
$254MAssets managed
475Clients
3Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2663724
- Firm CRD
- 118945