Cadaret Grant & Co Inc.
Cadaret Grant & Co Inc. (CRD# 10641) is a financial advisory firm headquartered in Syracuse, NY. They manage $6,873,332,863 in 25,405 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management6,873MILLION
-
Total Number of Accounts25,405ACCOUNTS
-
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
Anthony Klingseisen (CRD# 4993615) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jupiter, FL and has over 17 years of experience in the finance industry.
Robert Knepka (CRD# 4804299) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rome, NY and has over 19 years of experience in the finance industry.
Gregory Kozerski (CRD# 3125031) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Orchard Park, NY and has over 25 years of experience in the finance industry.
Jonathan Kravitz (CRD# 2449121) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Elmira, NY and has over 30 years of experience in the finance industry.
Katelyn Kriesel (CRD# 5883421) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Manlius, NY and has over 11 years of experience in the finance industry.
Jason Kurz (CRD# 4976367) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 18 years of experience in the finance industry.
Angelo Laventura (CRD# 3203220) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blandon, PA and has over 24 years of experience in the finance industry.
Johnny Lavigne (CRD# 2765561) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clifton Park, NY and has over 26 years of experience in the finance industry.
Jon Law (CRD# 857727) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Liverpool, NY and has over 17 years of experience in the finance industry.
Matthew Lawson (CRD# 2869619) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Chattanooga, TN and has over 26 years of experience in the finance industry.