Matthew
Wright

Cadaret, Grant & Co., Inc

CRD#6331123
Investment Advisor
in Niagara Falls, NY

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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

Series 63

Years Registered*

2 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6928 Williams Road
Niagara Falls, NY 14304

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

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

726

NY Average: 88
Total Number of Accounts

23,861

NY Average: 3,892
Average Account Size

$244,860

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

Matthew Wright Work History

Matthew has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Cadaret, Grant & Co., Inc

2015 - 2018 (3 years)

Lincoln Financial Advisors

2014 - 2015 (1 year)

Mass Mutual

2014 - 2015 (1 year)

Mml Investors Services

2007 - 2013 (6 years)

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.

Disclosures

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

Katelyn Kriesel
Syracuse, NY
Kelly Smith
Cleveland, OH
Michael Triebwasser
Melville, NY
Benjamin Hussong
Camillus, NY
John Mccarthy
Clifton Springs, NY
Sara Pierce
Dalton, GA
Tyler Swartz
Utica, 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 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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