Ronald E. Canakaris
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ronald Emmanuel Canakaris, CFA, who also goes by Ron Canakaris, was a registered financial professional .
Ronald is a previously registered financial professional and started their career in finance in 2003. Ronald had worked at 1 firm .
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Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 19, 2003 - July 10, 2023
MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY
State Registrations and Notice Filings
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Exams
Current Firm
MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY
CRD#: 104841 / SEC#: 801-15398
Contact information
Regulatory assets under management
| Total Number of Accounts | 196 |
| AUM (Assets Under Management) | $ 577,035,242 |
Red Flags
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