Glen ConeCRD Number: 5330705
Current Firm: Cadaret Grant & Co Inc.
Glen Cone (CRD# 5330705) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Webster, NY and has over 9 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cadaret, Grant & Company, Inc.||Webster, NY||Nov 2009 - Current||6|
|Commonwealth Financial Group||Webster, NY||Nov 2009 - Current||6|
|Axa Advisors||New York, NY||Jun 2007 - Dec 2009||2|
|Schwann's||Rochester, NY||Aug 2006 - Jun 2007||< 1|
|Point N Click||Rochester, NY||May 2006 - Aug 2006||< 1|
|Adt||Rochester, NY||May 2005 - May 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
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