Robert Deitrick, financial advisor Westerville OH
81 score

Robert Deitrick

CRD Number: 1158292
Current Firm: Cadaret Grant & Co Inc.

Robert Deitrick (CRD# 1158292) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Westerville, OH and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Westerville, NY Feb 2010 - Current 6
Polaris Financial Partners LLC Westerville, OH Feb 2009 - Current 7
Linsco/private Ledger Westerville, OH Apr 2006 - Feb 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Robert T. Deitrick
Phone Number: 315-471-2191
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
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

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

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BADGES
81

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