Built on a foundation of independence.

Founded in 1985, Cadaret, Grant is one of the largest privately owned independent broker/dealers in the country, servicing almost 900 financial advisors in branch offices nationwide. The firm was founded by Art Grant and Mac Cadaret, two businessmen who wanted to create an independent broker/dealer that respected and encouraged the independence advisors seek.

Cadaret, Grant is owned and managed by four senior officers located in Syracuse, New York, and Mount Arlington, New Jersey. The officers, in conjunction with senior management and more than 120 employees, are today’s Cadaret, Grant.


1984
Capital Strategy Group, Ltd., is founded.

1985
Cadaret, Grant & Co., Inc., is founded. By year-end, the firm has 5 employees and 50 representatives.

1986
Cadaret, Grant Agency becomes a sister company of Cadaret, Grant. The Agency services registered representatives’ insurance business.

1987
Cadaret, Grant has 75 representatives.

1988
Cadaret, Grant purchases BNL Securities, a subsidiary of Bankers National Life, located in Mount Arlington, New Jersey.

1989
Cadaret, Grant’s first Top Advisors Conference takes place at The Sonesta Resort in Bermuda.

1990
Cadaret, Grant holds the first National Sales Forum at the Doral Arrowwood Resort in Rye, New York. Over 100 representatives attend. Keynote speakers include industry experts Dr. Bob Goodman and Bob Dow.

1992
SIA launches independent firms committee. Art Grant is first chairperson.

1992
Cadaret, Grant launches advisory services, The Investment Management System (TIMS).

1997
Cadaret, Grant earns Investment Advisor magazine’s Broker/Dealer of the Year Award for the first time.

2000
Cadaret, Grant earns Investment Advisor magazine’s Broker/Dealer of the Year Award — again.

2007
Cadaret, Grant has almost 900 advisors in locations across the country. It is one of the country’s largest privately-owned independent broker/dealers, according to Financial Planning magazine.

 

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