Alec
Witkowski

Cadaret, Grant & Co., Inc

CRD#6381230
Investment Advisor
in Buffalo, NY

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About this Advisor

Alec Witkowski is a financial advisor who works out of Buffalo, New York with 2 years of industry experience. Witkowski is an advisor for Cadaret, Grant & Co., Inc. During their career, the advisor has held roles at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Eckerd College, J.P. Morgan Securities, Burt'S Burgers And Beers, Lincoln Financial Securities Corporation, Peak Brokerage Services, LLC, Blackridge Asset Management and Cadaret Grant & Co., Inc. Witkowski maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Cadaret, Grant & Co., Inc is a financial advisory business based in Syracuse, NY. The company has offices in 300 locations and a total of 726 employees. It controls $6 billion in assets between its 23,861 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 61 charitable organizations. Of its 23,861 client accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. Cadaret, Grant & Co., Inc 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. A financial advisor's fees usually depend on which services the firm provides the client. However, fees charged by Cadaret, Grant & Co., Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

1967 Wehrle Drive Suite 3
Buffalo, NY 14221

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

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

726

NY Average: 88
Total Number of Accounts

23,861

NY Average: 3,892
Average Account Size

$244,860

NY 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

Alec Witkowski Work History

Alec has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Cadaret Grant & Co., Inc

2018 - 2019 (1 year)

Peak Brokerage Services, LLC

2018 - 2019 (1 year)

Blackridge Asset Management

2017 - 2018 (1 year)

Lincoln Financial Securities Corporation

2014 - 2016 (2 years)

J.P. Morgan Securities LLC

2014 - 2016 (2 years)

Jpmorgan Chase Bank Na

2013 - 2013 (< 1 year)

J.P. Morgan Securities

2013 - 2013 (< 1 year)

Burt'S Burgers And Beers

2010 - 2014 (4 years)

Eckerd College

*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 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

Zachary Honess
Edinboro, PA
Alison Moffatt
Franklin, MI
Azim Nakhooda
Cleveland, OH
Katelyn Kriesel
Syracuse, NY
Joseph Dimaggio
Saratoga Springs, NY
Tyler Swartz
Utica, NY
Sara Pierce
Dalton, GA

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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