Adam
Smith
Cadaret, Grant & Co., Inc
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About this Advisor
Adam Smith is a financial advisor based out of Syracuse, New York with a total of 1 year of relevant experience. Smith currently works for Cadaret, Grant & Co., Inc. The advisor has gained experience 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. Smith maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in Michigan. Cadaret, Grant & Co., Inc is a financial advisory company operating out of Syracuse, NY. The company has offices in 300 locations and a total of 726 people on staff. It has $6 billion in assets among its 23,861 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 61 charities and foundations. Of its 23,861 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. Cadaret, Grant & Co., Inc performs 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Cadaret, Grant & Co., Inc likely are comprised 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
Adam Smith Work History
Adam has been registered as a financial advisor for 1 years.*
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
*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 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
Melville, NY
Edinboro, PA
Syracuse, NY
Cleveland, OH
Cleveland, OH
Clifton Springs, NY
Dalton, GA
Saratoga Springs, 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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