Zachary
Honess

Cadaret, Grant & Co., Inc

CRD#6889244
Investment Advisor
in Edinboro, PA

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About this Advisor

Zachary Honess is a financial advisor based out of Edinboro, Pennsylvania who has 2 years of relevant experience. Honess is an employee of Cadaret, Grant & Co., Inc. Over the course of their career, they have held roles at Cadaret Grant, Paceline Financial, Byham'S Insurance/Paceline Financial, Environmental Coordinations Services & Recycling, Alpha Aromatics, Tradebe and Hancock Capital Management, Inc. Honess holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Cadaret, Grant & Co., Inc is a registered investment firm that has its headquarters in Syracuse, NY. It has offices in 300 locations and a total of 726 financial advisors. It controls $6 billion in assets among its 23,861 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 61 charities and foundations. Of its 23,861 customer accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. The business offers 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 management largely vary depending on which service is offered. However, fee types charged by Cadaret, Grant & Co., Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

148 Meadville Street
Edinboro, PA 16412

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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

Zachary Honess Work History

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

2021 - Present (3 years)

Hancock Capital Management, Inc

2020 - Present (4 years)

Cadaret Grant

2019 - Present (5 years)

Paceline Financial

2017 - 2019 (2 years)

Byham'S Insurance/Paceline Financial

2016 - 2017 (1 year)

Environmental Coordinations Services & Recycling

2015 - 2016 (1 year)

Alpha Aromatics

2013 - 2015 (2 years)

Tradebe

*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 Zachary Honess 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

Tyler Swartz
Utica, NY
Zachary Honess
Edinboro, PA
John Mccarthy
Clifton Springs, NY
Joseph Dimaggio
Saratoga Springs, NY
Kelly Smith
Cleveland, OH
Michael Triebwasser
Melville, NY
Benjamin Hussong
Camillus, 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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