Thomas
Campbell
Cadaret, Grant & Co., Inc
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About this Advisor
Thomas Campbell is a financial advisor based in Little Silver, New Jersey who has 2 years of industry experience. Campbell works at Cadaret, Grant & Co., Inc. Throughout their career, Campbell has worked at Securian Financial Services Inc, Minnesota Life Insurance Co, Mid Atlantic Resource Group, Bettaway Logistics, Lowe'S, Ups, United States Navy, Brookdale Community College, New Jersey City University and Cadaret Grant & Co., Inc. Campbell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Cadaret, Grant & Co., Inc is an advisory company headquartered in Syracuse, NY. The firm has offices in 300 locations and a total of 726 employees. It controls $6 billion in assets among its 23,861 customer accounts, placing it among the largest investment advisory firms in the nation 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 assets. The business has a diverse array 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. Financial advisory fees vary depending on which services are offered. Fee types billed by Cadaret, Grant & Co., Inc can consist 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
Thomas Campbell Work History
Thomas has been registered as a financial advisor for 2 years.*
Cadaret Grant & Co., Inc
Securian Financial Services Inc
Minnesota Life Insurance Co
Mid Atlantic Resource Group
Bettaway Logistics
Bettaway Logistics
Lowe'S
New Jersey City University
Brookdale Community College
Ups
United States Navy
United States Navy
*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 Thomas Campbell 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
Saratoga Springs, NY
Syracuse, NY
Utica, NY
Clifton Springs, NY
Melville, NY
Cleveland, OH
Peru, NY
Syracuse, NY
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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