Cadaret, Grant & Co., Inc
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About this Advisor
David Reuben is a financial advisor operating out of Huntington Station, New York with 1 year of relevant experience. Reuben is an advisor for Cadaret, Grant & Co., Inc. Throughout their career, Reuben has worked at Ryan, Beck & Co., LLC, Royal Alliance and Cadaret, Grant & Co., Inc. Reuben holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Cadaret, Grant & Co., Inc is a financial advisory firm that has its headquarters in Syracuse, NY. The company has offices in 300 locations and a total of 726 employees. It manages $6 billion in assets under management across its 23,861 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 61 charitable organizations. Of its 23,861 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. Cadaret, Grant & Co., Inc provides 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 for financial management largely are based on which services the firm provides the client. Fee types charged by Cadaret, Grant & Co., Inc may include 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
David Reuben Work History
David has been registered as a financial advisor for 1 years.*
Cadaret, Grant & Co., Inc
Ryan, Beck & Co., 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 David Reuben 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 email@example.com.
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