Alec
Witkowski
Cadaret, Grant & Co., Inc
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About this Advisor
Alec Witkowski is a financial advisor based in Buffalo, New York, working with Cadaret, Grant & Co., Inc. Alec has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Lincoln Financial Securities Corporation, Blackridge Asset Management, Cadaret Grant & Co., Inc, and Peak Brokerage Services, LLC. Alec has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Alec is part of Cadaret, Grant & Co., Inc, which operates out of Buffalo, New York. 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
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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
Alec Witkowski Work History
Cadaret Grant & Co., Inc
Blackridge Asset Management
Peak Brokerage Services, LLC
Lincoln Financial Securities Corporation
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Disclosures
Please visit the SEC profile of Alec Witkowski 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
White Plains, NY
Birmingham, MI
Syracuse, NY
Toledo, OH
Syracuse, NY
Jericho, NY
Hornell, NY
Buffalo, NY
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