Cadaret, Grant & Co., Inc
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About this Advisor
Katelyn Kriesel is a financial advisor who works in Syracuse, New York, with a total of 8 years of industry experience. Kriesel is currently employed by Cadaret, Grant & Co., Inc. During their career, Kriesel has held roles at Morgan Stanley, Cadaret, Grant & Co., Inc, Koenig & Selzer Asset Management, Marathon Financial Advisors, Solarize Cny and Etfidea, LLC. Kriesel has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado and New York. Cadaret, Grant & Co., Inc is a financial advisory company based out of Syracuse, NY. The company has offices in 300 locations and a total of 726 advisors. It has $6 billion in total assets between its 23,861 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 61 charities and foundations. Of its 23,861 accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cadaret, Grant & Co., Inc performs a broad array 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 typically depend on which services are provided. Fees billed by Cadaret, Grant & Co., Inc likely include 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
Katelyn Kriesel Work History
Katelyn has been registered as a financial advisor for 8 years.*
Cadaret, Grant & Co., Inc
Marathon Financial Advisors
Koenig & Selzer Asset Management
*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 Katelyn Kriesel 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
Clifton 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 email@example.com.
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