Chantal
Balcom
Cadaret, Grant & Co., Inc
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About this Advisor
Chantal Balcom is a financial advisor operating out of Syracuse, New York with a total of 1 year of relevant experience. Balcom is an employee of Cadaret, Grant & Co., Inc. Over the course of their career, they have held roles at Royal Alliance, Balcom Investments, Inc and Cadaret, Grant & Com., Inc. Balcom holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Washington. Cadaret, Grant & Co., Inc is a financial advisory firm headquartered in Syracuse, NY. The company has offices in 300 locations and a total of 726 advisors. It manages $6 billion in total assets among its 23,861 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 61 charitable organizations. Of its 23,861 accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets. Cadaret, Grant & Co., Inc provides a number 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. Financial management fee schedules usually are based on the financial services provided. Fee types billed by Cadaret, Grant & Co., Inc most likely are comprised of 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
Chantal Balcom Work History
Chantal has been registered as a financial advisor for 1 years.*
Cadaret, Grant & Com., Inc
Balcom Investments, Inc
Royal Alliance
*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 Chantal Balcom 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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