Brian CloudenCRD Number: 4525664
Current Firm: Cadaret Grant & Co Inc.
Brian Clouden (CRD# 4525664) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 15 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Sgroi Wealth Advisory Group LLC||West Seneca, NY||Nov 2017 - Current||< 1|
|Sgroi Financial, LLC||West Seneca, NY||Jul 2004 - Current||13|
|Cadaret, Grant & Company, Inc.||W. Seneca, NY||Apr 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
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