Dena
Mao
Cadaret, Grant & Co., Inc
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About this Advisor
Dena Mao is a financial advisor based in Dedham, Massachusetts, working with Cadaret, Grant & Co., Inc. Dena has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Santander, Citizens Securities, Hms Financial Group, and Cadaret, Grant & Co., Inc. Dena has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Dena is part of Cadaret, Grant & Co., Inc, which operates out of Dedham, Massachusetts. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
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
- Educational seminars/workshops
Dena Mao Work History
Hms Financial Group
Cadaret, Grant & Co., Inc
Citizens Securities
Merrill Lynch, Pierce, Fenner & Smith Inc
Santander
Disclosures
Please visit the SEC profile of Dena Mao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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