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
James Bonaccorsi (CRD# 872111) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Dedham, MA and has over 41 years of experience in the finance industry.
Tammy Borchers (CRD# 5419207) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 11 years of experience in the finance industry.
Anthony Bossuyt (CRD# 3200303) 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.
Christopher Brennen (CRD# 2424512) 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.
Frank Brown (CRD# 1531051) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 37 years of experience in the finance industry.
James Brown (CRD# 1664825) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Bethesda, MD and has over 35 years of experience in the finance industry.
Joseph Bufalino (CRD# 6148526) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Niagara Falls, NY and has over 10 years of experience in the finance industry.
William Bulmer (CRD# 1128947) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Boca Raton, FL and has over 24 years of experience in the finance industry.
Patrick Bungo (CRD# 5879203) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Wesley Chapel, FL and has over 12 years of experience in the finance industry.
German Cabrera (CRD# 6336854) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Worthington, OH and has over 8 years of experience in the finance industry.