Michael Polacek (CRD# 2450277) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wolcott, NY and has over 30 years of experience in the finance industry.
CRD# 4263187
Edward Jones
CRD# 5061678
Key Investment Services LLC
CRD# 5234679
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pcm Advisors - Polacek Capital Management | Baldwinsville, NY | Jan 2016 - Current | 8 |
| Cadaret, Grant & Company, Inc. | Wolcott, NY | Jul 2006 - Current | 17 |
| Pcm Advisors | Wolcott, NY | Jul 2006 - Current | 17 |
| Polacek Capital Management | Wolcott, NY | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- NY
- PA
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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