Gerald
Rose
Cadaret, Grant & Co., Inc
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About this Advisor
Gerald Rose is a chartered financial consultant based in Altoona, Pennsylvania with a total of 6 years of relevant experience. Rose is an employee of Cadaret, Grant & Co., Inc. Over the course of their career, Rose has held roles at Cco Investment Services Corp, Alpha/Omega, Cuso Financial Services, Lp and Cadaret, Grant & Co., Inc. Rose has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Cadaret, Grant & Co., Inc is a financial advisory business based out of Syracuse, NY. The investment advisory business has offices in 300 locations and a total of 726 employees. It controls $6 billion in assets under management between its 23,861 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 61 charitable organizations. Of its 23,861 accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. Cadaret, Grant & Co., Inc provides a wide assortment 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. A financial advisor's fee schedules typically depend on which services are offered. Fee types charged by Cadaret, Grant & Co., Inc most likely include any combination 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
Gerald Rose Work History
Gerald has been registered as a financial advisor for 6 years.*
Cadaret, Grant & Co., Inc
Cuso Financial Services, Lp
Alpha/Omega
Cco Investment Services Corp
*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 Gerald Rose 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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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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