Cadaret Grant staff oversees the management of account opening and maintenance procedures, including account transfers. We’ll also take care of billing and reconciliation. Unlike other platforms, we take the burden off the individual financial professional – paperwork and processing are not the financial professional’s responsibility.
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Cadaret Grant & Co., Inc. (“Cadaret Grant”) is a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer or Registered Investment Advisor and does not provide investment advice. Cadaret Grant is a subsidiary of Atria.
100 Madison Street
Suite 1300
Syracuse, NY 13202
Call Us: 800.288.8601
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com