Cadaret, Grant & Co., Inc
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About this Advisor
John Mccarthy is a financial advisor who works in Clifton Springs, New York with 2 years of industry experience. Mccarthy currently works for Cadaret, Grant & Co., Inc. Over the course of their career, they have held roles at Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. Mccarthy maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Cadaret, Grant & Co., Inc is a registered investment company based in Syracuse, NY. The firm has offices in 300 locations and a total of 726 employees. It handles $6 billion in assets under management between its 23,861 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 61 charitable organizations. Of its 23,861 customer accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a number 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. A financial advisor's fees usually are based on the services offered. However, fee types charged by Cadaret, Grant & Co., Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cadaret, Grant & Co., Inc Brokerage Details
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
John Mccarthy Work History
John has been registered as a financial advisor for 2 years.*
Cadaret, Grant & Co., Inc
Prentice Wealth Management, LLC
*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 John Mccarthy 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
Saratoga Springs, NY
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 firstname.lastname@example.org.
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