Cadaret Grant & Company Overview

  • Founded
  • 1985
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Cadaret Grant & Company General Information


Operator of a broker-dealer firm. The company provides independent financial advisory and wealth management services along with advanced technology, effective marketing tools and a supportive business environment, enabling financial advisors with the freedom to run their business their way.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Industries
Consulting Services (B2B)
Other Financial Services
Parent Company
Primary Office
  • One Lincoln Center
  • Syracuse, NY 13202
  • United States
+1 (800) 000-0000
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Cadaret Grant & Company Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Cadaret Grant & Company Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Operator of a broker-dealer firm. The company provides independent financial advisory and wealth management services alo
Syracuse, NY


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San Rafael, CA
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Boston, MA
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Cadaret Grant & Company Competitors (11)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Private Ocean Corporate Backed or Acquired San Rafael, CA 00 000000&0
000 000000000 Formerly PE-Backed Boston, MA 0000 00000 000000000 00 00000
000000000 00000 00 Private Equity-Backed Las Vegas, NV 00 000000000000
000000000 Corporate Backed or Acquired Los Angeles, CA 000000000 -
000000 000000000 Private Equity-Backed Austin, TX 0000 00000 000000000000 00000
You’re viewing 5 of 11 competitors. Get the full list »

Cadaret Grant & Company Executive Team (3)

Name Title Board Seat Contact Info
Arthur Grant Founder, President & Chief Executive Officer
Donald Taylor Senior Vice President, Chief Financial Officer & Chief Operating Officer
BJ Johnson Senior Vice President & Chief Compliance Officer
To view Cadaret Grant & Company’s complete executive team members history, request access »