Cadaret, Grant & Co., Inc

Investment Advisor
in Franklin, MI

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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

Series 66, Series 63, Series 65

Years Registered*

less than 1 year

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

32600 Telegraph Road Suite 200
Franklin, MI 48025

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management


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


MI Average: 88
Total Number of Accounts


MI Average: 3,892
Average Account Size


MI 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

Alison Moffatt Work History

Alison has been registered as a financial advisor for 0 years.*

2022 - Present (1 year)

Cadaret Grant & Co., Inc

2022 - 2022 (< 1 year)

Ubs Financial Services Inc

2019 - 2020 (1 year)

Hindley Elementary School

2018 - 2019 (1 year)


2017 - 2018 (1 year)

Jackson, Grant Investment Advisers, Inc

2013 - 2014 (1 year)

Coventure Media

*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

Michael Triebwasser
Melville, NY
John Driscoll
Syracuse, NY
Katelyn Kriesel
Syracuse, NY
Kelly Smith
Cleveland, OH
Zachary Honess
Edinboro, PA
Benjamin Hussong
Camillus, NY
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

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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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