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).
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Total Assets Under Management6,873MILLION
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Total Number of Accounts25,405ACCOUNTS
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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
Frank Legan (CRD# 4197203) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cleveland, OH and has over 23 years of experience in the finance industry.
Peter Leist (CRD# 2463310) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Silver, NJ and has over 29 years of experience in the finance industry.
Dean Leounis (CRD# 2222918) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Utica, NY and has over 32 years of experience in the finance industry.
David Lesnick (CRD# 2465182) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 29 years of experience in the finance industry.
Paul Levis (CRD# 4430913) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Yonkers, NY and has over 21 years of experience in the finance industry.
Victor Lombardi (CRD# 4269204) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Gettysburg, PA and has over 23 years of experience in the finance industry.
Philip Ludwig (CRD# 2699297) 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.
Mark Maertzig (CRD# 5611923) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Horsham, PA and has over 15 years of experience in the finance industry.
Matthew Maertzig (CRD# 4424612) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Horsham, PA and has over 22 years of experience in the finance industry.
Louis Mancinelli (CRD# 1223910) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Branchburg, NJ and has over 40 years of experience in the finance industry.