Michael KellCRD Number: 5373578
Current Firm: Cadaret Grant & Co Inc.
Michael Kell (CRD# 5373578) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 10 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Cadaret, Grant & Company, Inc.||Syracuse, NY||Sep 2013 - Current||4|
|Ai Insight Inc.||Auburn, NY||Nov 2011 - Current||6|
|Cadaret, Grant & Company, Inc.||Syracuse, NY||Sep 2008 - Oct 2011||3|
|First Command Financial Services||Fort Worth, TX||Sep 2007 - Jun 2008||< 1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jun 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
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