Cadaret Grant & Co Inc.

Cadaret Grant & Co Inc. (CRD# 10641) is a financial advisory firm headquartered in Syracuse, NY. They manage $3,474,634,106 in 18,688 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,475
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cadaret Grant & Co Inc.
Showing 1 - 10 of 267 top financial advisors.
1
Kevin A. Visconti
CRD#: 5229301
120 Madison Street, 1700 Axa Tower Ii, Syracuse, NY 13202
100
Wealthminder
score
Kevin Visconti (CRD# 5229301) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 9 years of experience in the finance industry.
2
Kenneth P. Ambrogi
CRD#: 1041778
1249 South River Road, Suite 107, Cranbury, NJ 08512
96
Wealthminder
score

Kenneth Ambrogi (CRD# 1041778) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cranbury, NJ and has over 24 years of experience in the finance industry. Kenneth Ambrogi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bonnie A. Anderson
CRD#: 2938155
4215 South Baldwin Road, Lake Orion, MI 48359
96
Wealthminder
score

Bonnie Anderson (CRD# 2938155) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 18 years of experience in the finance industry. Bonnie Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Franklin A. Banfer
CRD#: 1423950
139 Clinton Street, Johnstown, PA 15901
96
Wealthminder
score

Franklin Banfer (CRD# 1423950) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Johnstown, PA and has over 31 years of experience in the finance industry. Franklin Banfer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Fred W. Beltz
CRD#: 844151
280 Kenneth Drive, Suite 100/110, Rochester, NY 14623
96
Wealthminder
score

Fred Beltz (CRD# 844151) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 19 years of experience in the finance industry.

6
Richard L. Bergen
CRD#: 1286588
One Lincoln Center, 110 W. Fayette Street, 5th Floor, Syracuse, NY 13202
96
Wealthminder
score

Richard Bergen (CRD# 1286588) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 32 years of experience in the finance industry. Richard Bergen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Joseph R. Calandra
CRD#: 2143994
One Lincoln Center, 110 W. Fayette Street, Syracuse, NY 13202
96
Wealthminder
score

Joseph Calandra (CRD# 2143994) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 25 years of experience in the finance industry. Joseph Calandra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ronald J. Capone
CRD#: 1266550
130 Maple Avenue, Suite 1b, Red Bank, NJ 07701
96
Wealthminder
score

Ronald Capone (CRD# 1266550) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Red Bank, NJ and has over 32 years of experience in the finance industry.

9
Gregory L. Daniel
CRD#: 1916339
One University Plaza, Suite 108, Hackensack, NJ 07601
96
Wealthminder
score

Gregory Daniel (CRD# 1916339) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hackensack, NJ and has over 23 years of experience in the finance industry. Gregory Daniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Christian H. De Paul
CRD#: 2246791
Lynchburg, VA
96
Wealthminder
score

Christian De Paul (CRD# 2246791) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lynchburg, VA and has over 24 years of experience in the finance industry. Christian De Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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