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Cadaret Grant & Co Inc.




Cadaret, Grant & Co., Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Cadaret, Grant is one of the last remaining privately-owned brokers in the country. Cadaret, Grant is an independent broker serving nearly 1,000 financial advisors located in 285 branch offices across the United States. The firm was founded in 1985 by two financial advisors who shared a vision of building a broker based onindependent thinkinggiving advisors the freedom and ability to build investment portfolios based on their clients' objectives, not the company's.
 
One of the largest truly-independent brokers in the country, Cadaret, Grant strives to meet the business requirements of both advisors and clients through exemplary service, first-rate technology, and support systems that help ensure successful outcomes.
 
Cadaret, Grant offers a broad selection of non-proprietary products and services. Because we are an independent broker, Cadaret, Grant registered representatives are able to build a portfolio based on individual client needs. There is no pressure on advisors to sell specific products, thus influencing the investment decisions that are right for the client.
 
From stocks to government bonds, mutual funds to life insurance, a diversified investment portfolio can be structured that can address short and long-term financial goals. Other investment vehicles available include fixed and variable annuities, long-term care instruments, unit investment trusts, limited partnerships, and an assortment of qualified retirement products and plans. Professional financial advice can also cover various investment strategies including estate planning, college planning, and retirement planning.
 
While some investors are comfortable with their own ability to sift through mountains of information, pick and choose shortcuts, and make the right choice at every turn, the majorities still choose to work with a financial professional.
 
Cadaret, Grant & Co., Inc. is a financial services organization whose objective is to serve its clients, shareholders and the public in a fair, balanced and consistent manner while maintaining high standards of financial soundness, customer service, ethics, and corporate citizenship.  The company recognizes that financial service to people is their business, and it is their goal to provide quality service of the highest caliber.

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