Financial Professional Website

Our website

You’re always connected to Cadaret Grant via, our financial professional exclusive web site, and your 24/7 portal to My E-Office — the hub of Cadaret Grant Advantage.

Just log in with your user identification and password, and My E-Office delivers vital information at a glance. You’ll quickly see your daily commission totals, news, important reminders — all of the day’s most pressing issues.

My E-Office is also your link to QUIK! Forms, your personal DropBox, and a wealth of behind-the-scenes knowledge and resources. Here are just a few of the things you can do at My E-Office:

  • Check your daily commission total, or view up to three years of history.
  • Access QUIK! Forms to print professional, pre-populated forms for a client meeting.
  • Access your personal Drop Box for reports and messages.
  • Submit trades online.
  • Get “how to” guides for common procedures.
  • Check the latest news.
  • Access your Pareto Platform daily agenda.
  • Access seamless log-ins to other technology platforms.

You’ll also find areas to check on market action, place online orders, and register for events. And how about getting your staff online? At your discretion, office assistants can access the Web site for everything from an online product catalog to important Web-cast replays.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.