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
Lincoln Geltz (CRD# 1528460) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Salem, SC and has over 37 years of experience in the finance industry.
Daniel German (CRD# 5929877) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Milford, CT and has over 12 years of experience in the finance industry.
William Glubiak (CRD# 2552443) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cleveland, OH and has over 29 years of experience in the finance industry.
Michael Godfrey (CRD# 3057596) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Melville, NY and has over 25 years of experience in the finance industry.
Sharon Goodfellow (CRD# 4937707) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 18 years of experience in the finance industry.
Gary Gorga (CRD# 857721) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Midway, UT and has over 37 years of experience in the finance industry.
R Grenier (CRD# 1286591) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Springfield, MA and has over 39 years of experience in the finance industry.
Andrew Hahn (CRD# 6583754) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Williamsville, NY and has over 8 years of experience in the finance industry.
Jeffrey Hahn (CRD# 2846026) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Williamsville, NY and has over 27 years of experience in the finance industry.
Bruce Haldeman (CRD# 1011284) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Monroeville, PA and has over 42 years of experience in the finance industry.