Joseph
Murtagh
Cadaret, Grant & Co., Inc
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About this Advisor
Joseph Murtagh is a financial advisor based in Matthews, North Carolina, working with Cadaret, Grant & Co., Inc. Joseph has previously held positions at Royal Alliance, Royal Alliance Associates, Inc, The Source, and Cadaret, Grant & Co., Inc. Joseph has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Joseph is part of Cadaret, Grant & Co., Inc, which operates out of Matthews, North Carolina. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
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
- Educational seminars/workshops
Joseph Murtagh Work History
Cadaret, Grant & Co., Inc
Royal Alliance
Royal Alliance Associates, Inc
The Source
Disclosures
Please visit the SEC profile of Joseph Murtagh 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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