Jayce
Wallace

Cadaret, Grant & Co., Inc

CRD#5562375
Investment Advisor
in Clarence, NY

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About this Advisor

Jayce Wallace is a financial advisor based in Clarence, New York with 2 years of relevant experience. Wallace is on the advisory team at Cadaret, Grant & Co., Inc. Their career trajectory has included roles at Massmutual Financial Group, Mml Investors Services, Floss Agency, Inc and Cadaret, Grant & Co., Inc. Wallace maintains a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in New York. Cadaret, Grant & Co., Inc is a business based out of Syracuse, NY. The company has offices in 300 locations and a total of 726 financial advisors. It controls $6 billion in assets under management across its 23,861 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 61 charitable organizations. Of its 23,861 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. Cadaret, Grant & Co., Inc performs a broad assortment 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 charged by financial advisors typically depend on which service is offered. However, fees billed by Cadaret, Grant & Co., Inc 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

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

Jayce Wallace Work History

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

2014 - Present (10 years)

Cadaret, Grant & Co., Inc

2014 - 2020 (6 years)

Floss Agency, Inc

2011 - 2014 (3 years)

Massmutual Financial Group

2011 - 2014 (3 years)

Mml Investors Services

*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 Jayce Wallace 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

John Driscoll
Syracuse, NY
Alison Moffatt
Franklin, MI
Michael Triebwasser
Melville, NY
Race Walker
Seminole, FL
Benjamin Hussong
Camillus, NY
John Mccarthy
Clifton Springs, NY
Katelyn Kriesel
Syracuse, NY
Kelly Smith
Cleveland, OH

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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