Cadaret, Grant & Co., Inc

Investment Advisor
in Melville, NY

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About this Advisor

Michael Triebwasser is a financial advisor operating out of Melville, New York with 2 years of relevant experience. Triebwasser currently works for Cadaret, Grant & Co., Inc. During their career, Triebwasser has held roles at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Progressive Financial Planning Services, Inc and Cadaret, Grant & Co., Inc. Triebwasser maintains a Series 63 license, which qualifies them as a securities representative, and is able to work in New York. Cadaret, Grant & Co., Inc is an advisory firm operating out of Syracuse, NY. The investment advisory business has offices in 300 locations and a total of 726 financial advisors. It handles $6 billion in total assets across its 23,861 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 61 charitable organizations. Of its 23,861 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a number 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 advisory fees usually vary depending on which service is offered. Fees billed by Cadaret, Grant & Co., Inc can include 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

Melville, NY

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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

Michael Triebwasser Work History

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

2021 - Present (2 years)

Progressive Financial Planning Services, Inc

2016 - Present (7 years)

Cadaret, Grant & Co., Inc

2014 - 2016 (2 years)

Mass Mutual Life Insurance Company

2014 - 2016 (2 years)

Mml Investors Services

2013 - 2014 (1 year)

Guardian Life Insurance Co Of America

2013 - 2014 (1 year)

Park Avenue Securities LLC

*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 Michael Triebwasser 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

Sara Pierce
Dalton, GA
Michael Triebwasser
Melville, NY
Zachary Honess
Edinboro, PA
John Driscoll
Syracuse, NY
Alison Moffatt
Franklin, MI
Benjamin Hussong
Camillus, NY
Azim Nakhooda
Cleveland, OH

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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