James
Durso
Cadaret, Grant & Co., Inc
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About this Advisor
James Durso is a financial advisor based out of Webster, New York with 2 years of relevant experience. Durso currently works for Cadaret, Grant & Co., Inc. Over the course of their career, Durso has held roles at Invest Financial Corporation and Cadaret, Grant & Co., Inc. Durso maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Cadaret, Grant & Co., Inc is a registered investment firm operating out of Syracuse, NY. The investment advisory business has offices in 300 locations and a total of 726 advisors. It oversees $6 billion in assets between its 23,861 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 61 charities and foundations. Of its 23,861 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. Cadaret, Grant & Co., Inc offers a diverse assortment 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 fees largely vary depending on the financial services provided. Fee types charged by Cadaret, Grant & Co., Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$5,842,605,463
726
23,861
$244,860
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
James Durso Work History
James has been registered as a financial advisor for 2 years.*
Cadaret, Grant & Co., Inc
Invest Financial Corporation
*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 James Durso 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
Syracuse, NY
Cleveland, OH
Saratoga Springs, NY
Clifton Springs, NY
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Camillus, NY
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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