Anne
Cooper
Cadaret, Grant & Co., Inc
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About this Advisor
Anne Cooper is a financial advisor operating in Orchard Park, New York who has 2 years of relevant experience. Cooper works at Cadaret, Grant & Co., Inc. Throughout their career, Cooper has worked at Cadaret, Grant & Co., Inc and Wright Investment Group. Cooper has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New York and South Carolina. Cadaret, Grant & Co., Inc is a firm operating out of Syracuse, NY. It has offices in 300 locations and a total of 726 advisors. It controls $6 billion in total assets between its 23,861 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 61 charities and foundations. Of its 23,861 client accounts, just 4% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm performs a diverse range 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 typically vary depending on which service is offered. Fee types billed by Cadaret, Grant & Co., Inc most likely include some blend 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
Anne Cooper Work History
Anne has been registered as a financial advisor for 2 years.*
Cadaret, Grant & Co., Inc
Wright Investment Group
*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 Anne Cooper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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