Jeannie Tai
Investment adviser representative at Cannell & Spears LLC
22 yearsExperience
1 stateRegistered in
$7BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Cannell & Spears LLCAug 2021 to now
- Spears Abacus Advisors LLCJan 2020 to now
- Integre Asset Management, LLCJul 2004 to Dec 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cannell & Spears LLC
$7BAssets managed
2,549Clients
23Advisers
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
- 3252568
- Firm CRD
- 142633