Cadaret, Grant & Co., Inc

Investment Advisor
in Dalton, GA

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About this Advisor

Sara Pierce is a certified financial planner operating out of Dalton, Georgia with a total of 3 years of relevant experience. Pierce works at Cadaret, Grant & Co., Inc. During their career, Pierce has held roles at Raymond James & Associates, Inc, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Lawson Winchester and Cadaret, Grant & Co., Inc. Pierce maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Cadaret, Grant & Co., Inc is an advisory firm based out of Syracuse, NY. The firm has offices in 300 locations and a total of 726 employees. It controls $6 billion in assets under management among its 23,861 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 61 charities and foundations. Of its 23,861 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business 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 for financial advisory services usually depend on the type of financial services provided. However, fee types charged by Cadaret, Grant & Co., Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

3 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

712 S. Thornton Avenue
Dalton, GA 30720

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management


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


GA Average: 88
Total Number of Accounts


GA Average: 3,892
Average Account Size


GA 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

Sara Pierce Work History

Sara has been registered as a financial advisor for 3 years.*

2020 - Present (3 years)

Cadaret, Grant & Co., Inc

2014 - Present (9 years)

Lawson Winchester

2013 - 2013 (< 1 year)

Raymond James & Associates, Inc

2013 - 2020 (7 years)

Raymond James Financial Services

2013 - 2020 (7 years)

Raymond James Financial Services Advisors Inc

*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 Sara Pierce 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

Sara Pierce
Dalton, GA
Kelly Smith
Cleveland, OH
Michael Triebwasser
Melville, NY
Benjamin Hussong
Camillus, NY
John Mccarthy
Clifton Springs, NY
Race Walker
Seminole, FL
Alison Moffatt
Franklin, MI

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

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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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