Sandra
Karas
Cadaret, Grant & Co., Inc
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About this Advisor
Sandra Karas is a financial advisor based in East Syracuse, New York who has 2 years of industry experience. Karas is on the advisory team at Cadaret, Grant & Co., Inc. Over the course of their career, they have held roles at Sandra Karas, Esq, Marathon Financial Advisors Inc, Cadaret, Grant & Co., Inc and Susan Budrakey & Associates. Karas maintains a Series 63 license, designating them as a securities agent, and is approved to advise clients in New York. Cadaret, Grant & Co., Inc is a registered investment firm that has its headquarters in Syracuse, NY. The company has offices in 300 locations and a total of 726 employees. It administers $6 billion in total assets between its 23,861 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 61 charities and foundations. Of its 23,861 client accounts, just 4% belong to high-net-worth individuals who have more than $1 million in investable assets. Cadaret, Grant & Co., Inc offers a wide range 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 depend on which services the firm provides the client. Fees charged by Cadaret, Grant & Co., Inc most likely are comprised 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
Sandra Karas Work History
Sandra has been registered as a financial advisor for 2 years.*
Marathon Financial Advisors Inc
Cadaret, Grant & Co., Inc
Sandra Karas, Esq
Susan Budrakey & Associates
*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 Sandra Karas 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
Edinboro, PA
Franklin, MI
Cleveland, OH
Syracuse, NY
Cleveland, OH
Dalton, GA
Camillus, 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 profile-compliance@smartasset.com.
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