Fast Facts
A quick overview of the essential facts about Cadaret Grant.
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Founded
1985
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Registered Representatives
750
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Executive office locations (operations and administration)
Syracuse, New York
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Branch locations
475 offices in 27 states
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Ownership
Owned, controlled and managed by Atria Wealth Solutions
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Founders
Arthur F. Grant, Mac E. Cadaret
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Clearing Firm
BNY Pershing, LLC
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Revenues
Over $163 million in 2018
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Affiliations
Financial Planning Association (FPA), Financial Services Institute (FSI), NAVA, Securities Industry and Financial Markets Association (SIFMA)
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Member
Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC)
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Sister Companies
Capital Strategy Group, Ltd., Cadaret Grant Agency, CUSO Financial Services, LP, Sorrento Pacific Financial, LLC, NEXT Financial Group, Western International Securities, Inc.