Joseph
Sovocool

Cadaret, Grant & Co., Inc

CRD#7817277
Investment Advisor
in Syracuse, NY

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About this Advisor

Joseph Sovocool is a financial advisor based in Syracuse, New York, working with Cadaret, Grant & Co., Inc. Joseph has previously held positions at Equitable Advisors, LLC, Timebuyer, Inc, Cortland Machine And Tool, Xpress Auto Care, S&S Auto Repair And Body Works, and Cadaret Grant & Co., Inc. Joseph has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Joseph is part of Cadaret, Grant & Co., Inc, which operates out of Syracuse, New York. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Madison Street Suite 1300
Syracuse, NY 13202

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$6,873,332,863

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

761

NY Average: 88
Total Number of Accounts

25,405

NY Average: 3,892
Average Account Size

$270,550

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
  • Educational seminars/workshops

Joseph Sovocool Work History

2024 - Present (0 year)

Cadaret Grant & Co., Inc

2023 - Present (1 year)

Equitable Advisors, LLC

2018 - 2023 (5 years)

Timebuyer, Inc

2017 - 2018 (1 year)

Cortland Machine And Tool

2016 - 2017 (1 year)

Xpress Auto Care

2014 - 2016 (2 years)

S&S Auto Repair And Body Works

Disclosures

Please visit the SEC profile of Joseph Sovocool 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

Faran Raheel
New York, NY
Frank Davidson
White Plains, NY
Vince Larosa
Syracuse, NY
Joseph Fahey
Buffalo, NY
James Varzal
Little Silver, NJ
Yina Bae
Buffalo, NY
Nicholas Kelley
Hornell, NY
John Driscoll
Syracuse, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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