Cadaret, Grant & Co., Inc
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About this Advisor
Alison Moffatt is a financial advisor operating out of Franklin, Michigan. Moffatt is currently employed by Cadaret, Grant & Co., Inc. Over the course of their career, they have held roles at Hindley Elementary School, Cadaret Grant & Co., Inc, Coventure Media, Jackson, Grant Investment Advisers, Inc, Ubs Financial Services Inc and Caretaker. Moffatt holds Series 66, Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan. Cadaret, Grant & Co., Inc is an advisory firm headquartered in Syracuse, NY. The firm has offices in 300 locations and a total of 726 people on staff. It oversees $6 billion in assets between its 23,861 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 61 charitable organizations. 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 advisory firm 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 advice typically are based on the type of services provided. Fee types billed by Cadaret, Grant & Co., Inc can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cadaret, Grant & Co., Inc Brokerage Details
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
Alison Moffatt Work History
Alison has been registered as a financial advisor for 0 years.*
Cadaret Grant & Co., Inc
Ubs Financial Services Inc
Hindley Elementary School
Jackson, Grant Investment Advisers, 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 Alison Moffatt 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
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 email@example.com.
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