Race
Walker

Cadaret, Grant & Co., Inc

CRD#6102650
Investment Advisor
in Seminole, FL

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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

Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9303 Seminole Blvd Suite A
Seminole, FL 33772

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

FL Average: $7,464,549,021
Total Number of Employees

726

FL Average: 88
Total Number of Accounts

23,861

FL Average: 3,892
Average Account Size

$244,860

FL Average: $1,917,921

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.*

2015 - Present (9 years)

Cadaret, Grant & Co., Inc

2015 - Present (9 years)

Vernick Financial Planning

2014 - 2015 (1 year)

Bb&T Investment Services, IncL

2013 - 2014 (1 year)

Morgan Stanley

2013 - 2013 (< 1 year)

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.

Disclosures

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

Race Walker
Seminole, FL
John Mccarthy
Clifton Springs, NY
Sara Pierce
Dalton, GA
Benjamin Hussong
Camillus, NY
Joseph Dimaggio
Saratoga Springs, NY
Alison Moffatt
Franklin, MI
Zachary Honess
Edinboro, PA

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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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