Cadaret, Grant & Co., Inc
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About this Advisor
Alexander Forster is a financial advisor based out of Peru, New York with 2 years of industry experience. Forster is an advisor for Cadaret, Grant & Co., Inc. Their career trajectory has included roles at Cadaret, Grant & Co., Inc and Cfa Insurance Agency, LLC. Forster maintains a Series 63 license, qualifying them as a securities broker, and is approved to work in New York. Cadaret, Grant & Co., Inc is a registered investment company operating out of Syracuse, NY. It has offices in 300 locations and a total of 726 financial advisors. It handles $6 billion in assets between its 23,861 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 61 charities and foundations. Of its 23,861 accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets. Cadaret, Grant & Co., Inc offers 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 charged by financial advisors depend on the services offered. Fees charged by Cadaret, Grant & Co., Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cadaret, Grant & Co., Inc Brokerage Details
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
Alexander Forster Work History
Alexander has been registered as a financial advisor for 2 years.*
Cadaret, Grant & Co., Inc
Cfa Insurance Agency, LLC
*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 Alexander Forster 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
Clifton 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 firstname.lastname@example.org.
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