Michael
Anderson
Cadaret, Grant & Co., Inc
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About this Advisor
Michael Anderson is a financial advisor working out of Lake Orion, Michigan, who has 9 years of industry experience. Anderson is on the advisory team at Cadaret, Grant & Co., Inc. Their career trajectory has included roles at Anderson Family Financial and Cadaret, Grant & Co., Inc. Anderson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Cadaret, Grant & Co., Inc is an advisory company based in Syracuse, NY. It has offices in 300 locations and a total of 726 employees. It has $6 billion in total assets among its 23,861 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 61 charities and foundations. Of its 23,861 client accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets available to invest. Cadaret, Grant & Co., Inc has a wide set 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 charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Cadaret, Grant & Co., Inc may include 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
Michael Anderson Work History
Michael has been registered as a financial advisor for 9 years.*
Anderson Family Financial
Cadaret, Grant & Co., Inc
Anderson Family Financial
*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 Michael Anderson 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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