Michael Mareno, financial advisor Schenectady NY

Michael Mareno

CRD Number: 6870498
Current Firm: Cadaret Grant & Co Inc.

Michael Mareno (CRD# 6870498) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Schenectady, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Schenectady, NY Oct 2017 - Current 6
Rocsan Recovery Inc. Glenville, NY May 2013 - Current 11
Mareno, Inc. Glenville, NY Dec 2005 - Current 18
City Of Schenectady Schenectady, NY Mar 2000 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2018
Contact Info for Michael A. Mareno
Phone Number: 800-288-8601
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    6,873
    MILLIONS
  • Total Number of Accounts
    25,405
    ACCOUNTS
  • Average Account Value
    $270,550
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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