Insights

Strategic Partnerships Cadaret Grant recently partnered with Bank of New York Mellon Corporation to launch a mortgage loan and lending solution program. Leveraging this strategic partnership can open doors for cross-selling opportunities with BNY Mellon clients.

Acquisition Impact Following the acquisition by Atria Wealth Solutions, Cadaret Grant gained access to a wider network and resources. Capitalizing on the expanded capabilities and offerings post-acquisition can enhance sales prospects and market reach.

Regulatory Compliance Cadaret Grant's regulatory settlement with FINRA on September 11, 2018, demonstrates a commitment to compliance and best practices. Emphasizing this dedication to regulatory standards can build trust with potential clients seeking a reliable financial services partner.

Competitive Landscape In a landscape with similar companies like AllianceBernstein, Ladenburg Thalmann, and Wells Fargo Advisors, Cadaret Grant's positioning as an independent broker/dealer can be highlighted as a unique selling point to attract advisors looking for more control and flexibility.

Growth Potential With a revenue range of $10M - $50M, Cadaret Grant showcases solid financial performance. Leveraging this stability and growth potential can attract advisors and clients looking for a financially secure and reliable partner for their investment needs.

Similar companies to Cadaret Grant

Cadaret Grant Tech Stack

Cadaret Grant uses 8 technology products and services including Cloudflare, Modernizr, jQuery, and more. Explore Cadaret Grant's tech stack below.

Cloudflare
Content Management System
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
HubSpot
Marketing Automation
WP Engine
Platform As A Service
reCAPTCHA
Security
SVG Support
Web Platform Extensions
Facebook
Widgets

Media & News

Cadaret Grant's Email Address Formats

Cadaret Grant uses at least 2 format(s):

Cadaret Grant Email Formats	Example	Percentage
FLast@cadaretgrant.com	JDoe@cadaretgrant.com	96%
First@cadaretgrant.com	John@cadaretgrant.com	3%
LFirst@cadaretgrant.com	DJohn@cadaretgrant.com	1%
FLast@ae.cadaretgrant.com	JDoe@ae.cadaretgrant.com	85%
LastF@ae.cadaretgrant.com	DoeJ@ae.cadaretgrant.com	6%
Last@ae.cadaretgrant.com	Doe@ae.cadaretgrant.com	3%
FirstLast@ae.cadaretgrant.com	JohnDoe@ae.cadaretgrant.com	3%
F.Last@ae.cadaretgrant.com	J.Doe@ae.cadaretgrant.com	3%

Frequently Asked Questions

Where is Cadaret Grant's headquarters located?

Cadaret Grant's main headquarters is located at 100 Madison St Syracuse, New York 13202 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Cadaret Grant's phone number?

You can contact Cadaret Grant's main corporate office by phone at

+1-585-248-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cadaret Grant's official website and social media links?

Cadaret Grant's official website is cadaretgrant.com and has social profiles on LinkedIn.

How much revenue does Cadaret Grant generate?

As of April 2025, Cadaret Grant's annual revenue reached $35M.

What is Cadaret Grant's NAICS code?

Cadaret Grant's NAICS code is 523110 - Investment Banking and Securities Dealing.

How many employees does Cadaret Grant have currently?

As of April 2025, Cadaret Grant has approximately 142 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: D. K.Chief Executive Officer: T. H.Chief Compliance Officer: A. S.. Explore Cadaret Grant's employee directory with LeadIQ.

What industry does Cadaret Grant belong to?

Cadaret Grant operates in the Financial Services industry.

What technology does Cadaret Grant use?

Cadaret Grant's tech stack includes CloudflareModernizrjQueryHubSpotWP EnginereCAPTCHASVG SupportFacebook.

What is Cadaret Grant's email format?

Cadaret Grant's email format typically follows the pattern of . Find more Cadaret Grant email formats with LeadIQ.

When was Cadaret Grant founded?

Cadaret Grant was founded in 1985.

Cadaret Grant

Financial ServicesNew York, United States51-200 Employees

As one of the largest privately owned independent broker/dealers, Cadaret Grant gives financial advisers the freedom to build practices based on honesty, integrity, class and independent thinking. We serve over 900 entrepreneurial-spirited financial advisers nationwide and provide them with the support and resources they need to develop lasting client relationships. At Cadaret Grant, our business philosophy is best summed up in two words: independent thinking.