Alexander
Zinger

Cadaret, Grant & Co., Inc

CRD#2505667
Investment Advisor
in New York, NY

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About this Advisor

Alexander Zinger is a financial advisor based in New York, New York, working with Cadaret, Grant & Co., Inc. Alexander has previously held positions at Infiniti Capital Management, Mill Basin Day Care Center, Infiniti Charitable Donations Corp, American Portfolios Financial Services, Inc, Gourmet Boutique, Infinity Contracting, Infiniti Reality Holdings, LLC, Strategic Development Associates, LLC, Cetera Advisors, Independent Financial Group, and Cadaret, Grant & Co., Inc. Alexander has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and New York. Currently, Alexander is part of Cadaret, Grant & Co., Inc, which operates out of New York, 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

Series 63, Series 65

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14 Wall Street, Suite 8C
New York, NY 10005

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$6,873,332,863

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

761

NY Average: 88
Total Number of Accounts

25,405

NY Average: 3,892
Average Account Size

$270,550

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
  • Educational seminars/workshops

Alexander Zinger Work History

2020 - Present (4 years)

Cadaret, Grant & Co., Inc

2017 - Present (7 years)

Gourmet Boutique

2010 - Present (14 years)

Infiniti Capital Management

2009 - Present (15 years)

Mill Basin Day Care Center

2004 - Present (20 years)

Strategic Development Associates, LLC

2003 - Present (21 years)

Infiniti Reality Holdings, LLC

1997 - Present (27 years)

Infinity Contracting

2018 - 2020 (2 years)

American Portfolios Financial Services, Inc

2016 - 2018 (2 years)

Independent Financial Group

2013 - 2016 (3 years)

Cetera Advisors

2011 - 2021 (10 years)

Infiniti Charitable Donations Corp

Disclosures

Please visit the SEC profile of Alexander Zinger 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

Joseph Sovocool
Syracuse, NY
Matthew Wright
Niagara Falls, NY
Vince Larosa
Syracuse, NY
Joseph Fahey
Buffalo, NY
Frank Davidson
White Plains, NY
Casey Odo
Glastonbury, CT
Nicholas Kelley
Hornell, NY
Brian Marquez
Kilroy, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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