David
Locurcio

Cadaret, Grant & Co., Inc

CRD#1486414
Investment Advisor
in Pittsford, NY

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About this Advisor

David Locurcio is a financial advisor working out of Pittsford, New York who has 2 years of relevant experience. Locurcio is currently employed by Cadaret, Grant & Co., Inc. Over the course of their career, Locurcio has held roles at Cadaret, Grant & Co., Inc and Neubert Financial Services. Locurcio maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New York. Cadaret, Grant & Co., Inc is a registered investment business operating out of Syracuse, NY. The investment advisory business has offices in 300 locations and a total of 726 financial advisors. It manages $6 billion in assets under management among its 23,861 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 61 charitable organizations. Of its 23,861 accounts, just 4% belong to high-net-worth individuals who have more than $1 million in investable assets. Cadaret, Grant & Co., Inc performs a wide 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. Financial management fee schedules depend on the services offered. Fees charged by Cadaret, Grant & Co., Inc can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

1163 Pittsford-Victor Road Suite 240, Bldg. 4
Pittsford, NY 14534

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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

David Locurcio Work History

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

2000 - Present (24 years)

Cadaret, Grant & Co., Inc

2012 - 2020 (8 years)

Neubert Financial Services

*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 David Locurcio 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

John Driscoll
Syracuse, NY
Tyler Swartz
Utica, NY
Alison Moffatt
Franklin, MI
Zachary Honess
Edinboro, PA
Benjamin Hussong
Camillus, NY
Azim Nakhooda
Cleveland, OH
Race Walker
Seminole, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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