Cecil Bateman, financial advisor Saint Augustine FL

Cecil Bateman

CRD Number: 5500619
Current Firm: Cadaret Grant & Co Inc.

Cecil Bateman (CRD# 5500619) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Saint Augustine, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cadaret, Grant & Company, Inc. St Augustine, FL May 2023 - Current < 1
Next Financial Group, Inc. Houston, TX Mar 2008 - May 2023 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Cecil M. Bateman
Phone Number: 800-288-8601
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,843
    MILLIONS
  • Total Number of Accounts
    23,861
    ACCOUNTS
  • Average Account Value
    $244,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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