Joseph
Floss
Cadaret, Grant & Co., Inc
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About this Advisor
Joseph Floss is a financial advisor who works out of Clarence, New York who has 2 years of industry experience. Floss currently works for Cadaret, Grant & Co., Inc. Their career trajectory has included roles at Travelers Ins. Co, Floss Agency Inc Dba East Amherst Insurance Agency, Ems Financial Services, LLC, Cadaret, Grant & Co., Inc and Floss Financial Services. Floss holds a Series 63 license, designating them as a securities agent, and is able to serve investors in New York. Cadaret, Grant & Co., Inc is a financial advisory company headquartered in Syracuse, NY. The company has offices in 300 locations and a total of 726 financial advisors. It handles $6 billion in total assets among its 23,861 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 61 charities and foundations. Of its 23,861 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. The firm offers a diverse set 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 charged by financial advisors largely depend on which service is offered. Fees charged by Cadaret, Grant & Co., Inc most likely are comprised of any combination of 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
Joseph Floss Work History
Joseph has been registered as a financial advisor for 2 years.*
Ems Financial Services, LLC
Cadaret, Grant & Co., Inc
Floss Financial Services
Floss Agency Inc Dba East Amherst Insurance Agency
Travelers Ins. Co
*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 Joseph Floss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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