Morgan Stanley
47yrs
Top advisor by experience in New York
46yrs
Ian Barrie Maccallum Jr
Financial advisor at Cannell & Spears
At a glance
Experience46 years (since 1981)
How that compares ?Top advisor by experience at Cannell & Spears
Office535 Madison Avenue 14th Floor, New York, NY 10022
FirmCannell & Spears
How the firm is paid ?Percent of assets, Flat fee, Performance fee
States licensed ?1 state
Services through Cannell & Spears
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowCannell & Spears LLCCurrent firm
- Mar 2022 – Feb 2024Cannell & Co.Previously
- Sep 2021 – Dec 2021Cannell & Co.Previously
Questions to ask Ian
Tailored to Ian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ian
How do I contact Ian?
Call Cannell & Spears at 212-752-5255 and ask for Ian Barrie Maccallum Jr. Ian works from the New York, NY office.
How long has Ian been a financial advisor?
Ian has been in the industry since 1981, about 46 years. Top advisor by experience at Cannell & Spears.
What licenses does Ian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ian a fiduciary?
Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ian paid?
Cannell & Spears reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Ian for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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