Virginia
Kowal
Cadaret, Grant & Co., Inc
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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
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
Virginia Kowal Work History
Virginia has been registered as a financial advisor for 2 years.*
Davis Financial
Cadaret Grant
Lincoln Investment
Pacific Child
Buffalo Hearing & Speech
Legend Equities Corporation
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
Syracuse, NY
Franklin, MI
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Saratoga Springs, NY
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Cleveland, OH
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 profile-compliance@smartasset.com.
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