David
Weikert

Cadaret, Grant & Co., Inc

CRD#3249992
Investment Advisor
in Bethlehem, PA

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About this Advisor

David Weikert is a certified financial planner operating in Bethlehem, Pennsylvania who has 3 years of relevant experience. Weikert is on the advisory team at Cadaret, Grant & Co., Inc. Over the course of their career, Weikert has held roles at Mercap Securities, LLC, Market Street Financial Advisors, LLC, Merion Financial Services, LLC, Mercap Advisors, Inc, Cedar Brook Financial, Merion Wealth Partners, LLC, American Philanthropic Advisors, LLC and Cadaret, Grant & Co., Inc. Weikert holds a Series 63 license, which qualifies them as a securities agent, and is registered to work in Pennsylvania. Cadaret, Grant & Co., Inc is a registered investment business that has its headquarters in Syracuse, NY. The company has offices in 300 locations and a total of 726 financial advisors. It has $6 billion in total assets among its 23,861 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 61 charitable organizations. Of its 23,861 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company has 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 for financial advice usually are based on the type of financial services provided. Fee types billed by Cadaret, Grant & Co., Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

14 W Market Street
Bethlehem, PA 18018

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Cadaret, Grant & Co., Inc Brokerage Details

Total Assets Under Management

$5,842,605,463

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

726

PA Average: 88
Total Number of Accounts

23,861

PA Average: 3,892
Average Account Size

$244,860

PA 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

David Weikert Work History

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

2021 - Present (3 years)

Cedar Brook Financial

2020 - Present (4 years)

Cadaret, Grant & Co., Inc

2014 - Present (10 years)

American Philanthropic Advisors, LLC

1998 - Present (26 years)

Market Street Financial Advisors, LLC

2015 - 2020 (5 years)

Mercap Advisors, Inc

2012 - 2020 (8 years)

Mercap Securities, LLC

2012 - 2015 (3 years)

Merion Wealth Partners, LLC

2010 - 2014 (4 years)

Merion Financial Services, LLC

*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 David Weikert 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

Zachary Honess
Edinboro, PA
Kelly Smith
Cleveland, OH
Alison Moffatt
Franklin, MI
Azim Nakhooda
Cleveland, OH
Joseph Dimaggio
Saratoga Springs, NY
Katelyn Kriesel
Syracuse, NY
Michael Triebwasser
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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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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