Donald Hubert, financial advisor Rutland VT
93 score

Donald Hubert

CRD Number: 1024427
Current Firm: Cadaret Grant & Co Inc.

Donald Hubert (CRD# 1024427) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rutland, VT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Rutland, VT May 2009 - Current 7
Lion & Panther Financial Group Rutland, VT Jun 1978 - Current 38
Addison Rutland Superior Union Fairhaven, VT Sep 2003 - Oct 2009 6
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - May 2009 < 1
Franklin Life/aig Houston, TX Jul 1984 - May 2009 24
Aig Financial Advisors, Inc. Rutland, VT Oct 2008 - Jan 2009 < 1
American General Securities Incorporated Rutland, VT Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Donald C. Hubert
Phone Number: 315-471-2191
Registered State(s):
  • VT
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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