Canaccord Genuity LLC

Broker-DealerFINRA MemberEst. 1953
Total AUM
Advisory reps
304
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
1020
Registered since
January 16, 1953

Firm profile

FINTRX

Overview

Canaccord Genuity LLC is organized as a limited liability company and is classified within FINTRX as an investment bank. The firm has been SEC-registered since 1953 and identifies ownership as a mix of domestic entity and individual owners. Within the FINTRX snapshot the firm is described more as a capital markets and brokerage organization than as a discretionary asset manager: it does not act as a capital allocator and is not identified as an active ESG investor. FINTRX records indicate the firm does not operate as a multi-state investment adviser, is not listed as a pension consultant, and is not noted as a related adviser. The dataset includes no advisory-specific activity or affiliations for the firm, which aligns with its investment bank classification rather than a typical registered investment adviser business model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Daniel Daviau

    Daniel Daviau

    President, Chief Executive OfficerCRD 6096472

  • John Quealy

    John Quealy

    Chief Investment OfficerCRD 4414320

  • Donald Macfayden

    Donald Macfayden

    Chief Financial Officer & Executive Vice PresidentCRD 5390198

Contacts

3 of 301
  • Esther Lee

    Investment Banking AssociateCRD 6975557

  • William Burditt

    William Burditt

    Investment Banking AnalystCRD 7521435

  • Benjamin Sturman

    CRD 8313089

Unlock 298 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Pennsylvania Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth