Cadaret, Grant & Co., Inc
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About this Advisor
Matthew Wright is a financial advisor based out of Niagara Falls, New York who has 2 years of relevant experience. Wright is an employee of Cadaret, Grant & Co., Inc. Over the course of their career, Wright has held roles at Mass Mutual, Mml Investors Services, Seneca Niagara Casino, Lincoln Financial Advisors and Cadaret, Grant & Co., Inc. Wright maintains a Series 63 license, certifying them as a securities agent, and is registered to serve investors in New York. Cadaret, Grant & Co., Inc is an advisory company that has its headquarters in Syracuse, NY. The firm has offices in 300 locations and a total of 726 advisors. It has $6 billion in total assets across its 23,861 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 61 charities and foundations. Of its 23,861 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. The company has a broad assortment 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. Fees charged by financial advisors largely vary depending on the services offered. However, fee types billed by Cadaret, Grant & Co., Inc most likely are comprised 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
Matthew Wright Work History
Matthew has been registered as a financial advisor for 2 years.*
Cadaret, Grant & Co., Inc
Lincoln Financial Advisors
Mml Investors Services
Seneca Niagara Casino
*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 Matthew Wright 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
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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