Tambra
Estill
Cadaret, Grant & Co., Inc
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About this Advisor
Tambra Estill is a financial advisor operating in Albany, New York, with 2 years of industry experience. Estill currently works for Cadaret, Grant & Co., Inc. Throughout their career, they have worked at Retirement Planning Group LLC, Marin Wealth Solutions, The College Of St Rose, Sole Proprietor, Ameritas Investment Corp, Ameritas Life Insurance Corp, Thirty-One Gifts, New York Life Insurance Company, Nylife Securities LLC, Massmutual, Mml Investors Services, The Investment Center Inc, Happy Tax Franchising LLC and Cadaret, Grant & Co., Inc. Estill holds a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in New York. Cadaret, Grant & Co., Inc is a registered investment business based in Syracuse, NY. The investment advisory business has offices in 300 locations and a total of 726 financial advisors. It has $6 billion in assets among its 23,861 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 61 charities and foundations. Of its 23,861 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. Cadaret, Grant & Co., Inc performs a wide range 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. Fees for financial management usually depend on which service is provided. Fee types billed by Cadaret, Grant & Co., Inc can be comprised of any blend 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
Tambra Estill Work History
Tambra has been registered as a financial advisor for 2 years.*
Cadaret, Grant & Co., Inc
Happy Tax Franchising LLC
The Investment Center Inc
Massmutual
Mml Investors Services
New York Life Insurance Company
Nylife Securities LLC
Retirement Planning Group LLC
Ameritas Investment Corp
Ameritas Life Insurance Corp
Marin Wealth Solutions
Thirty-One Gifts
Sole Proprietor
The College Of St Rose
*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 Tambra Estill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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