Founded
1985

Registered representatives
932

Registered
All 50 states

Executive office locations (operations and administration)
Syracuse, New York
Mount Arlington, New Jersey

Branch locations
502 offices in 27 states

Ownership
Owned, controlled, and managed by four senior officers.

Founders
Arthur F. Grant
Mac E. Cadaret

Clearing firm
BNY Pershing, LLC

Revenues
Over $102 million in 2009

Affiliations
Financial Planning Association (FPA)
Financial Services Institute (FSI)
NAVA
Securities Industry and Financial Markets Association (SIFMA)

Member
Financial Industry Regulatory Authority (FINRA)
Securities Investor Protection Corporation (SIPC)

Sister companies
Capital Strategy Group, Ltd.
Cadaret, Grant Agency