Cadaret, Grant & Co., Inc

Investment Advisor
in East Amherst, NY

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About this Advisor

Francis Daumen is a financial advisor operating in East Amherst, New York with a total of 2 years of industry experience. Daumen is currently employed by Cadaret, Grant & Co., Inc. Over the course of their career, Daumen has held roles at Miller Financial Group and Cadaret, Grant & Co., Inc. Daumen has a Series 63 license, certifying them as a securities agent, and is able to operate in New York. Cadaret, Grant & Co., Inc is an advisory company based out of Syracuse, NY. The firm has offices in 300 locations and a total of 726 financial advisors. It controls $6 billion in assets across its 23,861 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 61 charitable organizations. Of its 23,861 accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company performs 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. Fees for financial advisory services largely vary depending on which services are offered. However, fee types charged by Cadaret, Grant & Co., Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

East Amherst, NY

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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

Francis Daumen Work History

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

1995 - Present (28 years)

Cadaret, Grant & Co., Inc

2008 - 2016 (8 years)

Miller Financial Group

*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 Francis Daumen 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

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Clifton Springs, NY
Race Walker
Seminole, FL
Zachary Honess
Edinboro, PA
Alison Moffatt
Franklin, MI
Benjamin Hussong
Camillus, NY
Azim Nakhooda
Cleveland, OH
Sara Pierce
Dalton, GA

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

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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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