John Post, financial advisor Pittsford NY
93 score

John Post

CRD Number: 1130205
Current Firm: Cadaret Grant & Co Inc.

John Post (CRD# 1130205) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Pittsford, NY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Pittsford, NY Nov 2004 - Current 12
Post Resch Tallon Group, Inc. Pittsford, NY Nov 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for John A. Post
Phone Number: 315-471-2191
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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