Todd Forgione
Investment adviser representative at Cantor Fitzgerald Investment Advisors
21 yearsExperience
1 stateRegistered in
$3.2BFirm assets
14 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Cantor Fitzgerald Investment AdvisorsDec 2025 to now
- Cantor Fitzgerald & Co.Sep 2025 to now
- Tf Advisory LLCFeb 2024 to Aug 2025
- Morgan Stanley & Co. LLCOct 2021 to Jan 2024
- Fcg AdvisorsMay 2020 to May 2021
- U.S. Department of EducationSep 2019 to Sep 2021
- RBC Capital Markets CorporationApr 2005 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cantor Fitzgerald Investment Advisors
Legal name: Cantor Fitzgerald Investment Advisors, L.P.
$3.2BAssets managed
1,295Clients
26Advisers
14 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
- 4683715
- Firm CRD
- 159296