Zachary Bowerman (CRD# 7478005) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has 1 year of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret, Grant & Company, Inc. | Palatine Bridge, NY | Dec 2021 - Current | 2 |
| Wilcor International | Schuyler, NY | Jan 2021 - Dec 2021 | < 1 |
| Canajoharie | Canajoharie, NY | Jun 2015 - Nov 2021 | 6 |
| Leatherstocking Golf Course | Cooperstown, NY | Jun 2019 - Oct 2021 | 2 |
| Umemployed | Canajoharie, NY | Apr 2020 - Aug 2020 | < 1 |
| Wadsworth General Contracting | Palatine Bridge, NY | Jan 2017 - Apr 2020 | 3 |
| Village Of Ames | Ames, NY | May 2017 - Apr 2018 | < 1 |
| Walmart | Cobleskill, NY | Feb 2018 - Mar 2018 | < 1 |
| Schenectady County Community College | Schenectady, NY | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- CO
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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