Sardar
Iftikhar

Cadaret, Grant & Co., Inc

CRD#4673210
Investment Advisor
in New York, NY

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About this Advisor

Sardar Iftikhar is a financial advisor based in New York, New York, working with Cadaret, Grant & Co., Inc. Sardar has previously held positions at Ing Financial Partners, Cadaret, Grant & Co., Inc, Arch Global Advisors, LLC, Cambridge Investment Research, Inc, and Voya Financial Advisors, Inc. Sardar has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Sardar is part of Cadaret, Grant & Co., Inc, which operates out of New York, 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, Series 66

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

420 Madison Avenue Suite 1202
New York, NY 10017

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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

Sardar Iftikhar Work History

2024 - Present (0 year)

Arch Global Advisors, LLC

2020 - Present (4 years)

Cadaret, Grant & Co., Inc

2018 - Present (6 years)

Arch Global Advisors, LLC

2018 - 2020 (2 years)

Cambridge Investment Research, Inc

2014 - 2018 (4 years)

Voya Financial Advisors, Inc

2007 - 2014 (7 years)

Ing Financial Partners

Disclosures

Please visit the SEC profile of Sardar Iftikhar 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
Joseph Fahey
Buffalo, NY
Yina Bae
Buffalo, NY
John Crow
Columbus, OH
Brian Marquez
Kilroy, CA
Justin Corbin
Rochester, NY
Nicholas Kelley
Hornell, NY
James Varzal
Little Silver, NJ

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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