A quick overview of the essential facts about Cadaret Grant.
Executive office locations (operations and administration)
Syracuse, New York
475 offices in 27 states
Owned, controlled and managed by Atria Wealth Solutions
Arthur F. Grant, Mac E. Cadaret
BNY Pershing, LLC
Over $163 million in 2018
Financial Planning Association (FPA), Financial Services Institute (FSI), NAVA, Securities Industry and Financial Markets Association (SIFMA)
Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC)
Capital Strategy Group, Ltd., Cadaret Grant Agency, CUSO Financial Services, LP, Sorrento Pacific Financial, LLC, NEXT Financial Group, Western International Securities, Inc.