Grandfield & Dodd, LLC

Grandfield & Dodd, LLC (CRD# 110971) is a financial advisory firm headquartered in New York, NY. They manage $1,925,532,931 in 1,763 accounts and serve the financial needs of clients across 27 states (or territories).

Current Firm Details
40 Wall Street, Suite 4700, New York, NY 10005
http://www.grandfield-dodd.com
By the Numbers
  • Total Assets Under Management
    1,926
    MILLION
  • Total Number of Accounts
    1,763
    ACCOUNTS
  • Average Account Value
    $1,092,191
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, HI, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OR, PA, RI, TN, TX, UT, VA, VT, WA

Financial Advisors at Grandfield & Dodd, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Cheryl Grandfield, financial advisor New York NY
Cheryl L. Grandfield
CRD#: 2191534
40 Wall Street, Suite 4700, New York, NY 10005

Cheryl Grandfield (CRD# 2191534) is an Investment Advisor Representative working at Grandfield & Dodd, LLC in New York, NY and has over 32 years of experience in the finance industry.

2
Tae-gene Cho, financial advisor New York NY
Tae-gene K. Cho
CRD#: 2684762
40 Wall Street, Suite 4700, New York, NY 10005

Tae-gene Cho (CRD# 2684762) is an Investment Advisor Representative working at Grandfield & Dodd, LLC in New York, NY and has over 26 years of experience in the finance industry.

3
Jeffrey Macdonagh, financial advisor New York NY
Jeffrey T. Macdonagh
CRD#: 5010118
40 Wall Street, Suite 4700, New York, NY 10005

Jeffrey Macdonagh (CRD# 5010118) is an Investment Advisor Representative working at Grandfield & Dodd, LLC in New York, NY and has 1 year of experience in the finance industry.

4
Bonnie McKenna, financial advisor New York NY
Bonnie C. McKenna
CRD#: 2079272
40 Wall Street, Suite 4700, New York, NY 10005

Bonnie McKenna (CRD# 2079272) is an Investment Advisor Representative working at Grandfield & Dodd, LLC in New York, NY and has over 32 years of experience in the finance industry.

5
Andrea Netcher, financial advisor New York NY
Andrea S. Netcher
CRD#: 4954372
40 Wall Street, Suite 4700, New York, NY 10005

Andrea Netcher (CRD# 4954372) is an Investment Advisor Representative working at Grandfield & Dodd, LLC in New York, NY and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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