Cadaret Grant is built on a foundation of independence.
We are a home for financial professionals who want to affiliate with one of the top independent broker-dealers in the industry. Founded in 1985, Cadaret Grant services around 750 financial professionals 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 that financial professionals seek. We seek financial professionals who have an entrepreneurial spirit and interest in serving their clients on their own terms.
Cadaret Grant was acquired by Atria Wealth Solutions — they continue to champion the independent approach today.
Cadaret Grant celebrates 25 years of serving independent financial professionals. Let freedom ring.
Cadaret Grant signs a 10-year lease extending its occupancy in the Syracuse headquarters at One Lincoln Center, and doubling the space to 35,336 square feet.
President and CEO Arthur Grant is named to Investment Advisor magazine's Watch List as one of the industry's 25 most influential people in 2008.
Cadaret Grant has almost 900 financial professionals in locations across the country. It is one of the country's largest privately-owned independent broker-dealers, according to Financial Planning magazine.
Cadaret Grant earns Investor Advisor magazine's Broker-Dealer of the Year Award — again.
Cadaret Grant earns Investor Advisor magazine's Broker-Dealer of the Year Award for the first time.
Cadaret Grant launches advisory services, The Investment Management System (TIMS).
SIA launches independent firms committee. Art Grant is first chairperson.
Cadaret Grant holds the first National Sales Forum at the Doral Arrowwood Resort in Rye, New York. Over 100 financial professionals attend. Keynote speakers include industry experts Dr. Bob Goodman and Bob Doll.
Cadaret Grant's first Top Advisors Conference takes place at The Sonesta Resort in Bermuda.
Cadaret Grant purchases BNL Securities, a subsidiary of Bankers National Life, located in Mount Arlington, New Jersey.
Cadaret Grant has 75 representatives.
Cadaret Grant Agency becomes a sister company of Cadaret Grant. The Agency services registered representatives’ insurance business.
Cadaret Grant & Co., Inc. is founded. By year-end, the firm has 5 employees and 50 representatives.
Capital Strategy Group, Ltd. is founded.