Cadaret Grant & Co Inc.

Cadaret Grant & Co Inc. (CRD# 10641) is a financial advisory firm headquartered in Syracuse, NY. They manage $6,001,285,717 in 17,883 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,001
    MILLION
  • Total Number of Accounts
    17,883
    ACCOUNTS
  • Average Account Value
    $335,586
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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Cadaret Grant & Co Inc.
Showing 1 - 10 of 478 top financial advisors.
1
Matthew J. Abold
CRD#: 5591004
100 Madison Street, Suite 1300, Syracuse, NY 13202

Matthew Abold (CRD# 5591004) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 13 years of experience in the finance industry.

2
Mark E. Adam
CRD#: 2186053
919 Winton Road South, Suite 207, Rochester, NY 14618

Mark Adam (CRD# 2186053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 29 years of experience in the finance industry.

3
James L. Adams
CRD#: 1287344
8484 Allentown Pike, Blandon, PA 19510

James Adams (CRD# 1287344) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blandon, PA and has over 37 years of experience in the finance industry. James Adams 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
Horace R. Allen
CRD#: 1012439
Mobile, AL

Horace Allen (CRD# 1012439) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Mobile, AL and has over 37 years of experience in the finance industry. Horace Allen 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
Shane M. Alsworth
CRD#: 4418062
4 West Market Street, Corning, NY 14830

Shane Alsworth (CRD# 4418062) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Corning, NY and has over 15 years of experience in the finance industry. Shane Alsworth 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.

6
Brian T. Amato
CRD#: 4416353
500 North Broadway, Suite 260, Jericho, NY 11753

Brian Amato (CRD# 4416353) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 20 years of experience in the finance industry.

7
Bonnie A. Anderson
CRD#: 2938155
4215 South Baldwin Road, Lake Orion, MI 48359

Bonnie Anderson (CRD# 2938155) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 23 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.

8
Michael D. Anderson
CRD#: 5250668
4215 South Baldwin Road, Lake Orion, MI 48359

Michael Anderson (CRD# 5250668) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 13 years of experience in the finance industry.

9
Kenneth J. Arellano
CRD#: 2660786
300 International Drive, Suite 100, Williamsville, NY 14221

Kenneth Arellano (CRD# 2660786) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Williamsville, NY and has over 25 years of experience in the finance industry.

10
Jonathan D. Arntz
CRD#: 2162201
100 Madison Street, Suite 1300, Syracuse, NY 13202

Jonathan Arntz (CRD# 2162201) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 27 years of experience in the finance industry. Jonathan Arntz 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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