Virginia
Kowal

Cadaret, Grant & Co., Inc

CRD#5889030
Investment Advisor
in Hamburg, NY

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About this Advisor

Virginia Kowal is a financial advisor who works out of Hamburg, New York, with 2 years of relevant experience. Kowal works at Cadaret, Grant & Co., Inc. Kowal has gained experience at Buffalo Hearing & Speech, Legend Equities Corporation, Legend Advisory Corporation, Pacific Child, Lincoln Investment, Davis Financial and Cadaret Grant. Kowal maintains a Series 63 license, certifying them as a securities representative, and is able to work in New York. Cadaret, Grant & Co., Inc is a firm based out of Syracuse, NY. The company has offices in 300 locations and a total of 726 advisors. It handles $6 billion in assets under management across its 23,861 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 61 charitable organizations. Of its 23,861 customer accounts, just 4% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm 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. Fees charged by financial advisors depend on the financial services. Fee types charged by Cadaret, Grant & Co., Inc likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

6091 South Park Avenue
Hamburg, NY 14075

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

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

726

NY Average: 88
Total Number of Accounts

23,861

NY Average: 3,892
Average Account Size

$244,860

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

Virginia Kowal Work History

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

2019 - Present (5 years)

Davis Financial

2019 - Present (5 years)

Cadaret Grant

2017 - 2019 (2 years)

Lincoln Investment

2013 - 2017 (4 years)

Pacific Child

2011 - 2013 (2 years)

Buffalo Hearing & Speech

2011 - 2019 (8 years)

Legend Equities Corporation

2011 - 2019 (8 years)

Legend Advisory Corporation

*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 Virginia Kowal 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

Katelyn Kriesel
Syracuse, NY
Sara Pierce
Dalton, GA
Azim Nakhooda
Cleveland, OH
Michael Triebwasser
Melville, NY
Tyler Swartz
Utica, NY
Zachary Honess
Edinboro, PA
John Mccarthy
Clifton Springs, NY
Joseph Dimaggio
Saratoga 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 profile-compliance@smartasset.com.

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