Cadaret Grant & Co Inc.
Cadaret Grant & Co Inc. (CRD# 10641) is a financial advisory firm headquartered in Syracuse, NY. They manage $5,842,605,463 in 23,861 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,843MILLION
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Total Number of Accounts23,861ACCOUNTS
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Average Account Value$244,860
- 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)
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, VT, WA, WI, WV, WY
Matthew Abold (CRD# 5591004) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 15 years of experience in the finance industry.
Mark Adam (CRD# 2186053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
James Adams (CRD# 1287344) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blandon, PA and has over 39 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.
Horace Allen (CRD# 1012439) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Mobile, AL and has over 39 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.
Brian Amato (CRD# 4416353) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 22 years of experience in the finance industry.
Bonnie Anderson (CRD# 2938155) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 25 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.
Michael Anderson (CRD# 5250668) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 15 years of experience in the finance industry.
Kenneth Arellano (CRD# 2660786) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Williamsville, NY and has over 28 years of experience in the finance industry.
Jonathan Arntz (CRD# 2162201) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Harper Woods, MI and has over 30 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.
Chantal Balcom (CRD# 2610769) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Kirkland, WA and has over 28 years of experience in the finance industry.