Cadaret Grant Employee Directory

Q: What is Cadaret Grant known for?

Cadaret Grant was founded in 1985. Cadaret Grant operates in the Financial Services industry.

Q: How many employees does Cadaret Grant have currently?

Cadaret Grant has approximately 97 employees.

Financial ServicesNew York, United States51-200 Employees

Cadaret Grant (CG) has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—including CG—have been fully absorbed into LPL, and both the Atria and CG names have been retired.

To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial

Find Cadaret Grant employees' phone numbers or email addresses

Cadaret Grant Global Highlights

North America
189

United States Of America
189

Cadaret Grant's Leadership

A. S.
Chief Compliance Officer
Mobile Phone
Email
M. A.
Chief Operations Officer
Mobile Phone
Email
R. G.
Chief Compliance Officer
Mobile Phone
Email
S. D.
Vice President Human Resources
Mobile Phone
Email
J. F.
Vice President Of Portfolio Management
Mobile Phone
Email
M. S.
President Principal
Mobile Phone
Email
R. S.
President
Mobile Phone
Email
B. B.
Founder
Mobile Phone
Email

Contact profiles from Cadaret Grant

Name

Title

Contact Info

Location

Last Update

A. S.
Chief Compliance Officer
Mobile Phone
Email
United StatesArizona
Oct 21, 2025
T. K.
Associate, Benefits Partner
Mobile Phone
Email
United States
Oct 22, 2025
A. P.
Owner
Mobile Phone
Email
United StatesNew York
Oct 21, 2024
B. B.
Founder
Mobile Phone
Email
Oct 21, 2024
J. W.
Chairman
Mobile Phone
Email
Oct 17, 2024
L. S.
Owner
Mobile Phone
Email
Oct 16, 2024
M. S.
President Principal
Mobile Phone
Email
United StatesNew York
Oct 18, 2024
M. A.
Chief Operations Officer
Mobile Phone
Email
Oct 18, 2024
R. G.
Chief Compliance Officer
Mobile Phone
Email
Feb 16, 2024
R. S.
President
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Cadaret Grant known for?

Cadaret Grant was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-585-248-****

. Explore Cadaret Grant's company overview page for more information.

What is Cadaret Grant's most common email format?

Cadaret Grant employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cadaret Grant email formats with LeadIQ.

How many employees does Cadaret Grant have currently?

Cadaret Grant has approximately 97 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cadaret Grant's key employees and leadership?

As of December 2025, Cadaret Grant's key employees include:

Chief Compliance Officer: A. S.
Chief Operations Officer: M. A.
Chief Compliance Officer: R. G.
Vice President Human Resources: S. D.
Vice President Of Portfolio Management: J. F.

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