Cadaret, Grant & Co., Inc
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About this Advisor
Russell Schmidt is a financial advisor working in East Aurora, New York who has 2 years of industry experience. Schmidt is currently employed by Cadaret, Grant & Co., Inc. During their career, Schmidt has held roles at Willink Financial LLC, Cadaret, Grant & Co., Inc, Willink Asset Management LLC and National Life. Schmidt holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Cadaret, Grant & Co., Inc is a registered investment firm 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 between its 23,861 customer 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 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets. Cadaret, Grant & Co., Inc performs a number 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. Financial advisory fee schedules usually depend on the type of services provided. However, fees charged by Cadaret, Grant & Co., Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cadaret, Grant & Co., Inc Brokerage Details
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
Russell Schmidt Work History
Russell has been registered as a financial advisor for 2 years.*
Willink Asset Management LLC
Willink Financial LLC
Cadaret, Grant & Co., Inc
*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 Russell Schmidt 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
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 email@example.com.
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