Adam
Smith
Cadaret, Grant & Co., Inc
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About this Advisor
Adam Smith is a financial advisor based in Birmingham, Michigan, working with Cadaret, Grant & Co., Inc. Adam has previously held positions at Fidelity Investments, Oak Pointe Country Club, Five Below, Central Michigan University, Ralph Lauren, Brighton High School, University Of Cincinnati, UBS Financial Services Inc, and Cadaret, Grant & Co., Inc. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Adam is part of Cadaret, Grant & Co., Inc, which operates out of Birmingham, Michigan. 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
Adam Smith Work History
Cadaret, Grant & Co., Inc
Ubs Financial Services Inc
Fidelity Investments
Ralph Lauren
University Of Cincinnati
Central Michigan University
Central Michigan University
Central Michigan University
Oak Pointe Country Club
Five Below
Brighton High School
Disclosures
Please visit the SEC profile of Adam Smith 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
New York, NY
White Plains, NY
Sciota, PA
Little Silver, NJ
Toledo, OH
Columbus, OH
Hornell, NY
Kilroy, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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