Robert JuddCRD Number: 1807018
Current Firm: Cadaret Grant & Co Inc.
Robert Judd (CRD# 1807018) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 4 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 2013 - Current||4|
|Beltz, Ianni & Associates, LLC||Rochester, NY||Oct 2011 - Current||5|
|Unemployed||Brockport, NY||May 2011 - Sep 2011||< 1|
|Epic Advisors, Inc,||Rochester, NY||Jan 1996 - Apr 2011||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
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