John Clouden, financial advisor West Seneca NY

John Clouden

CRD Number: 2563999
Current Firm: Cadaret Grant & Co Inc.

John Clouden (CRD# 2563999) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Sgroi Wealth Advisory Group LLC West Seneca, NY Nov 2017 - Current 6
Sgroi Financial, LLC West Seneca, NY Jul 2004 - Current 19
Cadaret, Grant & Company, Inc. West Seneca, NY Nov 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John G. Clouden
Phone Number: 800-288-8601
Registered State(s):
  • NY
  • OH
By the Numbers
  • Total Assets Under Management
    5,843
    MILLIONS
  • Total Number of Accounts
    23,861
    ACCOUNTS
  • Average Account Value
    $244,860
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

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, VT, WA, WI, WV, WY

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