What departments does Cadaret Grant have?

Cadaret Grant has employees across 10 departments including Operations, Finance, Human Resources, Program & Project Management, Administrative.

What is the largest department at Cadaret Grant?

The largest department at Cadaret Grant is Finance with 12 employees.

Where are Cadaret Grant employees located globally?

Cadaret Grant has employees across 1 continents and 1 countries including United States Of America.

How has Cadaret Grant's team size changed over time?

Cadaret Grant's team has decreased from approximately 93 to 77 employees based on available data.

Cadaret Grant Employee Directory

Financial ServicesNew York, United States51-200 Employees

Cadaret Grant was a mid-sized financial services firm based in Syracuse, New York. It operated within the financial services industry. The firm 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 Cadaret Grant, were fully absorbed into LPL Financial and the Cadaret Grant name was retired. The organization is now part of LPL Financial's broader platform. For updates, follow LPL Financial on LinkedIn.

Cadaret Grant Global Highlights

North America
187

United States Of America
187

Cadaret Grant's Leadership

M. A.
Chief Operations Officer
Mobile Phone
Email
R. G.
Chief Compliance Officer
Mobile Phone
Email
D. J. F.
Vice President - Sage Investment Group
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
A. P.
Owner
Mobile Phone
Email

Cadaret Grant Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Sales
Entrepreneurship
Accounting
Other

Contact profiles from Cadaret Grant

Name

Title

Contact Info

Location

Last Update

P. E.
Branch Manager
Mobile Phone
Email
United StatesNew York
Apr 22, 2025
V. C.
Registered Principal
Mobile Phone
Email
United StatesMichigan
Feb 16, 2026
M. E.
Principal
Mobile Phone
Email
United StatesNew York
Aug 04, 2024
M. D.
Registered Representative And Registered Principal
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
R. M. H.
Principal
Mobile Phone
Email
United StatesNew York
Aug 01, 2024
R. T.
Senior Auditor
Mobile Phone
Email
United States
Apr 15, 2026
R. W. Y.
Financial Advisor
Mobile Phone
Email
United StatesNew York
May 05, 2026
A. J. W.
Financial Advisor
Mobile Phone
Email
United StatesNew York
May 05, 2026
A. V.
Registered Representative
Mobile Phone
Email
United StatesNew York
May 05, 2026
D. B.
Financial Consultant
Mobile Phone
Email
United StatesNew York
May 05, 2026

Frequently Asked Questions

What is Cadaret Grant known for?

Cadaret Grant was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in Syracuse, New York 13202 United States; 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 90 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Cadaret Grant's key employees and leadership?

As of June 2026, Cadaret Grant's key employees include:

Chief Operations Officer: M. A.
Chief Compliance Officer: R. G.
Vice President - Sage Investment Group: D. J. F.
Vice President Of Portfolio Management: J. F.
President Principal: M. S.

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Cadaret Grant Employee Directory

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