Dustin
Emerling

Cadaret, Grant & Co., Inc

CRD#6243767
Investment Advisor
in Clarence, NY

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About this Advisor

Dustin Emerling is a certified financial planner working out of Clarence, New York, with a total of 2 years of industry experience. Emerling is an advisor for Cadaret, Grant & Co., Inc. Their career trajectory has included roles at Cadaret, Grant & Co., Inc, Ems Financial Services, LLC and Target Corp. Emerling holds a Series 63 license, certifying them as a securities broker, and is able to serve investors in New York. Cadaret, Grant & Co., Inc is an advisory business operating out of Syracuse, NY. It has offices in 300 locations and a total of 726 advisors. It administers $6 billion in total assets between its 23,861 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 61 charities and foundations. Of its 23,861 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers 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. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fee types billed by Cadaret, Grant & Co., Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

9092 Main Street
Clarence, NY 14031

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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

Dustin Emerling Work History

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

2013 - Present (11 years)

Cadaret, Grant & Co., Inc

2013 - Present (11 years)

Ems Financial Services, LLC

2010 - 2017 (7 years)

Target Corp

*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 Dustin Emerling 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

Race Walker
Seminole, FL
Benjamin Hussong
Camillus, NY
Katelyn Kriesel
Syracuse, NY
Michael Triebwasser
Melville, NY
Azim Nakhooda
Cleveland, OH
Sara Pierce
Dalton, GA
Alison Moffatt
Franklin, MI

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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