Cadaret, Grant & Co., Inc

Investment Advisor
in Rhinebeck, NY

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About this Advisor

Stephen Kyne is a certified financial planner operating in Rhinebeck, New York who has 2 years of relevant experience. Kyne is on the advisory team at Cadaret, Grant & Co., Inc. Their career trajectory has included roles at Sterling Manor Financial, Cadaret, Grant & Co., Inc, Sterling Manor Financial, LLC and Cadaret, Grant & Co., Inc. Kyne holds a Series 66 license, designating 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 financial advisory firm that has its headquarters in Syracuse, NY. The investment advisory business has offices in 300 locations and a total of 726 employees. It has $6 billion in assets under management across its 23,861 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 61 charitable organizations. Of its 23,861 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets available to invest. 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 management fees usually vary depending on which service is offered. Fee types charged by Cadaret, Grant & Co., Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

2 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Rhinebeck, NY

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


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

Stephen Kyne Work History

Stephen has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Sterling Manor Financial, LLC

2009 - Present (15 years)

Cadaret, Grant & Co., Inc

2009 - Present (15 years)

Cadaret,Grant & Co.,Inc

2006 - Present (18 years)

Sterling Manor Financial

2006 - Present (18 years)

Sterling Manor Financial, LLC

2006 - Present (18 years)

Sterling Manor Financial, LLC

*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 Kyne 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

Benjamin Hussong
Camillus, NY
Alison Moffatt
Franklin, MI
Azim Nakhooda
Cleveland, OH
Zachary Honess
Edinboro, PA
John Driscoll
Syracuse, NY
Kelly Smith
Cleveland, OH
Michael Triebwasser
Melville, 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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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