Richard Onofry, financial advisor Port Jervis NY
96 score

Richard Onofry

CRD Number: 2978276
Current Firm: Cadaret Grant & Co Inc.

Richard Onofry (CRD# 2978276) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Port Jervis, NY and has over 18 years of experience in the finance industry. Richard Onofry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Port Jervis, NY May 2001 - Current 15
Onofry Financial Services Port Jervis, NY May 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Richard M. Onofry
Phone Number: 315-471-2191
Registered State(s):
  • NJ
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
96
Clean Record
This advisor has a clean track record with regulators.

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