Cadaret, Grant & Co., Inc

Investment Advisor
in Cleveland, OH

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About this Advisor

Azim Nakhooda is a financial advisor working in Cleveland, Ohio with a total of 2 years of industry experience. Nakhooda is currently employed by Cadaret, Grant & Co., Inc. Throughout their career, they have worked at Securities America, Inc, Securities America Advisors, Inc, Cadaret Grant & Co., Inc and Cedar Brook Financial Partners, LLC/Dba Cedar Brook Group. Nakhooda maintains a Series 63 license, designating them as a securities representative, and can work in Ohio and Texas. Cadaret, Grant & Co., Inc is a firm headquartered in Syracuse, NY. The company has offices in 300 locations and a total of 726 people on staff. It administers $6 billion in assets under management across its 23,861 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 61 charities and foundations. Of its 23,861 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number 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 fee schedules typically depend on the financial services provided. However, fee types charged by Cadaret, Grant & Co., Inc likely include 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

5885 Landerbrook Drive Suite 200
Cleveland, OH 44124

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management


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


OH Average: 88
Total Number of Accounts


OH Average: 3,892
Average Account Size


OH 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

Azim Nakhooda Work History

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

2021 - Present (3 years)

Cadaret Grant & Co., Inc

2018 - Present (6 years)

Cedar Brook Financial Partners, LLC/Dba Cedar Brook Group

2013 - 2021 (8 years)

Securities America, Inc

2013 - 2021 (8 years)

Securities America Advisors, Inc

*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 Azim Nakhooda 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

Azim Nakhooda
Cleveland, OH
Kelly Smith
Cleveland, OH
Michael Triebwasser
Melville, NY
Sara Pierce
Dalton, GA
Race Walker
Seminole, FL
John Driscoll
Syracuse, NY
Alison Moffatt
Franklin, MI
Zachary Honess
Edinboro, PA

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

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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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