Charles Polka, financial advisor Syracuse NY

Charles Polka

CRD Number: 4642037
Current Firm: Cadaret Grant & Co Inc.

Charles Polka (CRD# 4642037) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Syracuse, NY Jan 2018 - Current 6
Mml Investors Services, LLC Guilford, CT Mar 2017 - Jan 2018 < 1
Massachusetts Mutual Life Insurance Company Guilford, CT Mar 2017 - Jan 2018 < 1
Metlife Resources Wallingford, CT Jan 2006 - Mar 2017 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for Charles J. Polka
Phone Number: 800-288-8601
Registered State(s):
  • CT
  • NY
By the Numbers
  • Total Assets Under Management
    5,843
    MILLIONS
  • Total Number of Accounts
    23,861
    ACCOUNTS
  • Average Account Value
    $244,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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