Denis
Petrovic
Cadaret, Grant & Co., Inc
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About this Advisor
Denis Petrovic is a financial advisor based in Syracuse, New York, working with Cadaret, Grant & Co., Inc. Denis has previously held positions at Axa Advisors, LLC, Axa Us, Lemoyne College, Rite Aid, Equitable Advisors, LLC, Equitable, and Cadaret, Grant & Co., Inc. Denis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Denis is part of Cadaret, Grant & Co., Inc, which operates out of Syracuse, 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
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Fee Structure
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
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
Denis Petrovic Work History
Cadaret, Grant & Co., Inc
Axa Advisors, LLC
Axa Us
Equitable Advisors, LLC
Equitable
Rite Aid
Rite Aid
Lemoyne College
Disclosures
Please visit the SEC profile of Denis Petrovic 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
Niagara Falls, NY
Columbus, OH
Buffalo, NY
Toledo, OH
White Plains, NY
Syracuse, NY
Hornell, NY
Clarence, NY
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