Cadaret, Grant & Co., Inc
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About this Advisor
Tyler Swartz is a financial advisor who works in Utica, New York. Swartz is an employee of Cadaret, Grant & Co., Inc. Throughout their career, they have worked at Cadaret, Grant & Co., Inc, Vanmeter & Vanmeter, Roy Rodgers, Herkimer Country Community College, Gpo Federal Credit Union and Suny Polytechnic Institute. Swartz has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Cadaret, Grant & Co., Inc is a financial advisory company that has its headquarters in Syracuse, NY. The firm has offices in 300 locations and a total of 726 financial advisors. It oversees $6 billion in assets between its 23,861 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 61 charitable organizations. Of its 23,861 client accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. Cadaret, Grant & Co., Inc offers a wide assortment 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. A financial advisor's fees are based on the services. However, fee types charged by Cadaret, Grant & Co., Inc can be comprised of 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
Tyler Swartz Work History
Tyler has been registered as a financial advisor for 0 years.*
Cadaret, Grant & Co., Inc
Vanmeter & Vanmeter
Suny Polytechnic Institute
Gpo Federal Credit Union
Herkimer Country Community College
*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 Tyler Swartz 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
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 firstname.lastname@example.org.
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