Kevin
Boisselle
Cadaret, Grant & Co., Inc
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About this Advisor
Kevin Boisselle is a personal financial specialist operating out of Springfield, Massachusetts with a total of 17 years of industry experience. Boisselle is an employee of Cadaret, Grant & Co., Inc. Their career trajectory has included roles at Cadaret, Grant & Co., Inc, Brp/Grenier Financial and Boisselle, Morton & Wolkowicz, Llp. Boisselle has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Massachusetts. Cadaret, Grant & Co., Inc is a registered investment firm that has its headquarters in Syracuse, NY. The company has offices in 300 locations and a total of 726 financial advisors. It oversees $6 billion in assets under management among its 23,861 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 61 charities and foundations. Of its 23,861 customer accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets. The company 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fees billed by Cadaret, Grant & Co., Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$5,842,605,463
726
23,861
$244,860
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
Kevin Boisselle Work History
Kevin has been registered as a financial advisor for 17 years.*
Cadaret, Grant & Co., Inc
Boisselle, Morton & Wolkowicz, Llp
Brp/Grenier Financial
*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 Kevin Boisselle 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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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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