Cadaret Grant & Co Inc.

Cadaret Grant & Co Inc. (CRD# 10641) is a financial advisory firm headquartered in Syracuse, NY. They manage $3,576,081,504 in 18,306 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,576
    MILLION
  • Total Number of Accounts
    18,306
    ACCOUNTS
  • Average Account Value
    $195,350
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 282 top financial advisors.
1
Morris Mayerfeld
CRD#: 1705308
713 West Kennedy Blvd., Lakewood, NJ 08701
101
Wealthminder
score

Morris Mayerfeld (CRD# 1705308) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lakewood, NJ and has over 29 years of experience in the finance industry. Morris Mayerfeld 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.

2
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.
3
Erin E. Jones Briney
CRD#: 5613793
4405 Talmadge Road, Suite A, Toledo, OH 43623
98
Wealthminder
score
Erin Jones Briney (CRD# 5613793) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Toledo, OH and has over 8 years of experience in the finance industry.
4
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 20 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.

5
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 32 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.

6
Andrew D. Barlow
CRD#: 5634209
2230 N. Limestone Street, Springfield, OH 45503
96
Wealthminder
score

Andrew Barlow (CRD# 5634209) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Springfield, OH and has over 6 years of experience in the finance industry. Andrew Barlow 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
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 20 years of experience in the finance industry.

8
David G. Benedict
CRD#: 1106072
280 Kenneth Drive, Suite 100/110, Rochester, NY 14623
96
Wealthminder
score

David Benedict (CRD# 1106072) 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.

9
Richard L. Bergen
CRD#: 1286588
1325 Franklin Avenue, Suite 235, Garden City, NY 11530
96
Wealthminder
score

Richard Bergen (CRD# 1286588) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Garden City, NY and has over 33 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.

10
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 27 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.

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