Cadaret Grant & Co Inc.

Cadaret Grant & Co Inc. (CRD# 10641) is a financial advisory firm headquartered in Syracuse, NY. They manage $3,848,503,292 in 14,184 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,849
    MILLION
  • Total Number of Accounts
    14,184
    ACCOUNTS
  • Average Account Value
    $271,327
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Cadaret Grant & Co Inc.
Showing 1 - 10 of 210 top financial advisors.
1
Mark E. Adam
CRD#: 2186053
Rochester, NY 14618

Mark Adam (CRD# 2186053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 28 years of experience in the finance industry.

2
Kahlil Adames
CRD#: 4349306
Liverpool, NY 13088

Kahlil Adames (CRD# 4349306) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Liverpool, NY and has over 17 years of experience in the finance industry.

3
James L. Adams
CRD#: 1287344
Blandon, PA 19510

James Adams (CRD# 1287344) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blandon, PA and has over 35 years of experience in the finance industry. James Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mark A. Adamski
CRD#: 1443209
Webster, NY 14580

Mark Adamski (CRD# 1443209) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Webster, NY and has over 34 years of experience in the finance industry.

5
Louis A. Addesso
CRD#: 4037353
Melville, NY 11747

Louis Addesso (CRD# 4037353) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Melville, NY and has over 20 years of experience in the finance industry.

6
Douglas S. Albert
CRD#: 2992516
Blue Bell, PA 19422

Douglas Albert (CRD# 2992516) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blue Bell, PA and has over 22 years of experience in the finance industry.

7
Matthew J. Alspaugh
CRD#: 6403281
Indianapolis, IN 46234

Matthew Alspaugh (CRD# 6403281) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Indianapolis, IN and has over 5 years of experience in the finance industry.

8
Shane M. Alsworth
CRD#: 4418062
Corning, NY 14830

Shane Alsworth (CRD# 4418062) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Corning, NY and has over 13 years of experience in the finance industry. Shane Alsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brian T. Amato
CRD#: 4416353
Jericho, NY 11753

Brian Amato (CRD# 4416353) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 18 years of experience in the finance industry.

10
Bonnie A. Anderson
CRD#: 2938155
Lake Orion, MI 48359

Bonnie Anderson (CRD# 2938155) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 21 years of experience in the finance industry. Bonnie Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.