Matthew Meagher (CRD# 3124037) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Johnson City, NY and has over 25 years of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4893694
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret, Grant & Company, Inc. | Johnson City, NY | Jan 2019 - Current | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2015 - Dec 2018 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2015 - Dec 2018 | 3 |
| Private Advisor Group, LLC | Vestal, NY | May 2011 - May 2015 | 4 |
| Lpl Financial | Vestal, NY | Jan 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1998 |
- NY
-
Total Assets Under Management6,873MILLIONS
-
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
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