Tammy
Borchers

Cadaret, Grant & Co., Inc

CRD#5419207
Investment Advisor
in Syracuse, NY

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About this Advisor

Tammy Borchers is a financial advisor who works in Syracuse, New York, with a total of 2 years of relevant experience. Borchers is an advisor for Cadaret, Grant & Co., Inc. Borchers has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Waddell & Reed, Inc, Payee Representative For Phyllis Korfhage and Cadaret Grant & Co., Inc. Borchers has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in New York. Cadaret, Grant & Co., Inc is a financial advisory business operating out of Syracuse, NY. The firm has offices in 300 locations and a total of 726 advisors. It controls $6 billion in total assets across its 23,861 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 61 charities and foundations. Of its 23,861 accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets. Cadaret, Grant & Co., Inc has a number of services, such as 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 vary depending on the financial services offered. However, fees billed by Cadaret, Grant & Co., Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

100 Madison Street Suite 1300
Syracuse, NY 13202

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

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

726

NY Average: 88
Total Number of Accounts

23,861

NY Average: 3,892
Average Account Size

$244,860

NY 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

Tammy Borchers Work History

Tammy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cadaret Grant & Co., Inc

2017 - 2021 (4 years)

Waddell & Reed, Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

2006 - 2017 (11 years)

Payee Representative For Phyllis Korfhage

*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 Tammy Borchers 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

Tyler Swartz
Utica, NY
Katelyn Kriesel
Syracuse, NY
Michael Triebwasser
Melville, NY
Alison Moffatt
Franklin, MI
Benjamin Hussong
Camillus, NY
Zachary Honess
Edinboro, PA
Race Walker
Seminole, FL

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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