David BenedictCRD Number: 1106072
Current Firm: Cadaret Grant & Co Inc.
David Benedict (CRD# 1106072) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 19 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cadaret, Grant & Company, Inc.||Rochester, NY||May 2017 - Current||< 1|
|Massmutual Financial Group||Rochester, NY||Nov 2010 - May 2017||6|
|Mml Investor Services||Rochester, NY||Nov 2010 - May 2017||6|
|Lincoln Financial Advisors Corp||Rochester, NY||Jun 2007 - Nov 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
Total Assets Under Management3,576MILLIONS
Total Number of Accounts18,306ACCOUNTS
Average Account Value$195,350
- 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)
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