Robert
Claros
Cadaret, Grant & Co., Inc
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About this Advisor
Robert Claros is a financial advisor based in Syracuse, New York. Claros works at Cadaret, Grant & Co., Inc. Over the course of their career, Claros has held roles at Lpl Financial, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Kestra Investment Services, LLC, National Asset Management, Lpl Financial, LLC, Strategic Wealth Advisors Group, LLC, Cadaret Grant & Co., Inc and National Securities Corp. Claros holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Cadaret, Grant & Co., Inc is a firm based in Syracuse, NY. The firm has offices in 300 locations and a total of 726 employees. It controls $6 billion in assets among its 23,861 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 61 charities and foundations. Of its 23,861 accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a broad set 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. A financial advisor's fees are based on which services the firm provides the client. Fee types billed by Cadaret, Grant & Co., Inc can consist of 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
Robert Claros Work History
Robert has been registered as a financial advisor for 0 years.*
Cadaret Grant & Co., Inc
Lpl Financial, LLC
Strategic Wealth Advisors Group, LLC
National Asset Management
Lpl Financial, LLC
National Securities Corp
Kestra Investment Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Lpl Financial
*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 Robert Claros 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
Clifton Springs, NY
Syracuse, NY
Saratoga Springs, NY
Utica, NY
Melville, NY
Cleveland, OH
Franklin, MI
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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