Patricia
Sargent
Cadaret, Grant & Co., Inc
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About this Advisor
Patricia Sargent is a certified financial planner working in Hamburg, New York with a total of 2 years of relevant experience. Sargent is an employee of Cadaret, Grant & Co., Inc. Over the course of their career, they have held roles at Metlife Insurance Company, Metlife Securities, Mml Investors Services, LLC and Cadaret, Grant & Co., Inc. Sargent has a Series 63 license, qualifying them as a securities broker, and is able to advise clients in New York. Cadaret, Grant & Co., Inc is a financial advisory firm operating out of Syracuse, NY. The company has offices in 300 locations and a total of 726 people on staff. It handles $6 billion in total assets among its 23,861 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 61 charitable organizations. Of its 23,861 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. Cadaret, Grant & Co., Inc performs a broad set 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Cadaret, Grant & Co., Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$5,842,605,463
726
23,861
$244,860
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
Patricia Sargent Work History
Patricia has been registered as a financial advisor for 2 years.*
Cadaret, Grant & Co., Inc
Mml Investors Services, LLC
Metlife Insurance Company
Metlife Securities
*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 Patricia Sargent to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Syracuse, NY
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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.
