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
Matthew Abold (CRD# 5591004) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 15 years of experience in the finance industry.
Mark Adam (CRD# 2186053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
James Adams (CRD# 1287344) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blandon, PA and has over 39 years of experience in the finance industry.
Horace Allen (CRD# 1012439) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Mobile, AL and has over 39 years of experience in the finance industry.
Brian Amato (CRD# 4416353) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 22 years of experience in the finance industry.
Bonnie Anderson (CRD# 2938155) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 26 years of experience in the finance industry.
Michael Anderson (CRD# 5250668) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 15 years of experience in the finance industry.
Kenneth Arellano (CRD# 2660786) 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.
Jonathan Arntz (CRD# 2162201) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cleveland, OH and has over 30 years of experience in the finance industry.
Chantal Balcom (CRD# 2610769) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 28 years of experience in the finance industry.