Donald GermanoCRD Number: 868657
Current Firm: Cadaret Grant & Co Inc.
Donald Germano (CRD# 868657) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 24 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||Mar 2011 - Current||6|
|Beltz, Ianni & Associates, LLC||Rochester, NY||Mar 2011 - Current||6|
|Axa Advisors, LLC||Rochester, NY||Jun 2005 - Mar 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- 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