Milton
Hill

Cadaret, Grant & Co., Inc

CRD#245902
Investment Advisor
in Syracuse, NY

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About this Advisor

Milton Hill is a financial advisor based in Syracuse, New York, working with Cadaret, Grant & Co., Inc. Milton has previously held positions at Guardian Life Insurance Company, Park Avenue Securities LLC, Guardian Life Insurance, Park Avenue Securities, and Cadaret, Grant & Co., Inc. Milton has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Milton is part of Cadaret, Grant & Co., Inc, which operates out of Syracuse, 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, Chartered Financial Consultant

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

5793 Widewaters Parkway Suite 105
Syracuse, NY 13214

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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

Milton Hill Work History

2017 - Present (7 years)

Cadaret, Grant & Co., Inc

2017 - 2017 (< 1 year)

Guardian Life Insurance

2017 - 2017 (< 1 year)

Park Avenue Securities

1999 - 2017 (18 years)

Park Avenue Securities LLC

1993 - 2017 (24 years)

Guardian Life Insurance Company

Disclosures

Please visit the SEC profile of Milton Hill 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

Vince Larosa
Syracuse, NY
Stephen Pratola
Syracuse, NY
James Varzal
Little Silver, NJ
Yina Bae
Buffalo, NY
Faran Raheel
New York, NY
John Driscoll
Syracuse, NY
Nicholas Kelley
Hornell, NY
John Mckenty
Toledo, OH

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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