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).

By the Numbers
  • Total Assets Under Management
    6,873
    MILLION
  • Total Number of Accounts
    25,405
    ACCOUNTS
  • Average Account Value
    $270,550
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cadaret Grant & Co Inc.
Showing 101 - 110 of 456 top financial advisors.
101
Paul K. Hutchings
CRD#: 6771338
965 Union Road, West Seneca, NY 14224

Paul Hutchings (CRD# 6771338) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 5 years of experience in the finance industry.

102
Sardar S. Iftikhar
CRD#: 4673210
420 Madison Avenue, Suite 1202, New York, NY 10017

Sardar Iftikhar (CRD# 4673210) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New York, NY and has over 20 years of experience in the finance industry.

103
Paul F. Jacobs
CRD#: 805049
325 Cherokee Blvd., Suite 301, Chattanooga, TN 37405

Paul Jacobs (CRD# 805049) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Chattanooga, TN and has over 30 years of experience in the finance industry.

104
Jonathan K. Jaeger
CRD#: 1696734
35 E. Grassy Sprain Road, Suite 406, Yonkers, NY 10710

Jonathan Jaeger (CRD# 1696734) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Yonkers, NY and has over 33 years of experience in the finance industry.

105
Mitchell A. Jobe
CRD#: 6801963
325 Cherokee Blvd., Suite 301, Chattanooga, TN 37405

Mitchell Jobe (CRD# 6801963) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Chattanooga, TN and has over 5 years of experience in the finance industry.

106
Erin E. Jones Briney
CRD#: 5613793
4405 Talmadge Road, Suite A, Toledo, OH 43623
Erin Jones Briney (CRD# 5613793) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Toledo, OH and has over 8 years of experience in the finance industry.
107
Bruce M. Joseph
CRD#: 1899329
8090 Market Street - Suite 2, Boardman, OH 44512

Bruce Joseph (CRD# 1899329) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Boardman, OH and has over 35 years of experience in the finance industry.

108
Jennifer L. Jurek
CRD#: 2709334
965 Union Road, West Seneca, NY 14224

Jennifer Jurek (CRD# 2709334) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 28 years of experience in the finance industry.

109
Geoffrey B. Kasher
CRD#: 2273455
500 North Broadway, Suites 260 & 242, Jericho, NY 11753

Geoffrey Kasher (CRD# 2273455) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jericho, NY and has over 24 years of experience in the finance industry.

110
Charles E. Klein
CRD#: 2312985
Stamford, CT

Charles Klein (CRD# 2312985) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Stamford, CT and has over 29 years of experience in the finance industry.

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