Cadaret, Grant & Co., Inc
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About this Advisor
Race Walker is a financial advisor based out of Seminole, Florida who has 7 years of industry experience. Walker currently works for Cadaret, Grant & Co., Inc. Throughout their career, Walker has worked at Morgan Stanley, Century 21 Re Champions, Bb&T Investment Services, IncL, Cadaret, Grant & Co., Inc and Vernick Financial Planning. Walker maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Cadaret, Grant & Co., Inc is a firm based in Syracuse, NY. The firm has offices in 300 locations and a total of 726 advisors. It administers $6 billion in assets across its 23,861 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 61 charities and foundations. Of its 23,861 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services offered. However, fees billed by Cadaret, Grant & Co., Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cadaret, Grant & Co., Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Race Walker Work History
Race has been registered as a financial advisor for 7 years.*
Cadaret, Grant & Co., Inc
Vernick Financial Planning
Bb&T Investment Services, IncL
Century 21 Re Champions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Race Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cadaret Grant & Co Inc
Clifton Springs, NY
Saratoga Springs, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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