Joseph
Murtagh

Cadaret, Grant & Co., Inc

CRD#343802
Investment Advisor
in Matthews, NC

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About this Advisor

Joseph Murtagh is a chartered financial consultant who works out of Matthews, North Carolina with a total of 3 years of industry experience. Murtagh is currently employed by Cadaret, Grant & Co., Inc. During their career, Murtagh has held roles at Royal Alliance, Royal Alliance Associates, Inc, The Source and Cadaret, Grant & Co., Inc. Murtagh holds a Series 63 license, designating them as a securities representative, and is registered to work in North Carolina. Cadaret, Grant & Co., Inc is a financial advisory company based in Syracuse, NY. The company has offices in 300 locations and a total of 726 employees. It controls $6 billion in assets across its 23,861 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 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. The advisory firm provides 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. Financial management fees usually vary depending on which service is provided. However, fees billed by Cadaret, Grant & Co., Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

3 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

Matthews, NC

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

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

726

NC Average: 88
Total Number of Accounts

23,861

NC Average: 3,892
Average Account Size

$244,860

NC 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

Joseph Murtagh Work History

Joseph has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cadaret, Grant & Co., Inc

1989 - 2020 (31 years)

Royal Alliance

1989 - 2020 (31 years)

Royal Alliance Associates, Inc

1989 - 2019 (30 years)

The Source

*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 Joseph Murtagh 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

Kelly Smith
Cleveland, OH
Joseph Dimaggio
Saratoga Springs, NY
Alison Moffatt
Franklin, MI
Sara Pierce
Dalton, GA
John Mccarthy
Clifton Springs, NY
Race Walker
Seminole, FL
John Driscoll
Syracuse, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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