Cadaret, Grant & Co., Inc
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About this Advisor
Stephen Jenkins is a financial advisor who works in Rhinebeck, New York with a total of 3 years of relevant experience. Jenkins is an employee of Cadaret, Grant & Co., Inc. Jenkins has gained experience at Sterling Manor Financial, Cadaret, Grant & Co., Inc, Sterling Manor Financial, LLC and Sterling Manor Financial LLC. Jenkins maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and New York. Cadaret, Grant & Co., Inc is a financial advisory firm operating out of Syracuse, NY. The investment advisory business has offices in 300 locations and a total of 726 financial advisors. It handles $6 billion in total assets among its 23,861 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 61 charitable organizations. Of its 23,861 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm has a diverse 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. Financial advisory fees typically vary depending on which services are provided. However, fees billed by Cadaret, Grant & Co., Inc likely include some blend 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
Stephen Jenkins Work History
Stephen has been registered as a financial advisor for 3 years.*
Sterling Manor Financial, LLC
Sterling Manor Financial LLC
Cadaret, Grant & Co., Inc
Sterling Manor 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.
Please visit the SEC profile of Stephen Jenkins 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
Saratoga Springs, NY
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