Brian
Amato
Cadaret, Grant & Co., Inc
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About this Advisor
Brian Amato is a financial advisor based in Jericho, New York, working with Cadaret, Grant & Co., Inc. Brian has previously held positions at Cadaret, Grant & Co., Inc, American Investment Planners, LLC, and Lebenthal Global Advisors LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Florida, New York, and Texas. Currently, Brian is part of Cadaret, Grant & Co., Inc, which operates out of Jericho, New York. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
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
- Educational seminars/workshops
Brian Amato Work History
Lebenthal Global Advisors LLC
Cadaret, Grant & Co., Inc
American Investment Planners, LLC
Cadaret, Grant & Co., Inc
Disclosures
Please visit the SEC profile of Brian Amato 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
White Plains, NY
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Buffalo, NY
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