Matthew
Laurence

Cadaret, Grant & Co., Inc

CRD#2396894
Investment Advisor
in Mount Kisco, NY

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About this Advisor

Matthew Laurence is a financial advisor based in Mount Kisco, New York, working with Cadaret, Grant & Co., Inc. Matthew has previously held positions at Quantum Financial Strategies, Cadaret, Grant & Co., Inc, and Madison Consulting Group LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Matthew is part of Cadaret, Grant & Co., Inc, which operates out of Mount Kisco, 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 63, Series 65

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

118 North Bedford Road Suite 100
Mount Kisco, NY 10549

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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

Matthew Laurence Work History

2001 - Present (24 years)

Cadaret, Grant & Co., Inc

2001 - Present (24 years)

Madison Consulting Group LLC

1995 - Present (30 years)

Quantum Financial Strategies

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Laurence 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

Michael Triebwasser
Melville, NY
Casey Odo
Glastonbury, CT
Faran Raheel
New York, NY
Frank Davidson
White Plains, NY
John Mckenty
Toledo, OH
Justin Corbin
Rochester, NY
Nicholas Kelley
Hornell, NY
Vince Larosa
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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