Cadaret, Grant & Co. Inc.

Cadaret, Grant & Co. Inc.

A subsidiary of Atria Wealth Solutions, Inc.


One Lincoln Center

Syracuse, NY 13202

(800) 288-8601

Clearing firm: Pershing LLC

No. advisers: 774

No. franchises: 424

Year founded: 1985

Year end: Dec. 31

For More Information

CEODouglas J. Ketterer
Recruiting ContactKevin Beard
(646) 887-9023
Compliance ContactAlbert L Johnson
(315) 471-2191
Marketing ContactBob Holcomb
(858) 530-4493
Technology Operations ContactEugene Elias
(646) 887-9022

Recruitment & Staffing

2020 2019 2018
No. of reps774802
No. of reps, male
No. of reps, female
No. of producing reps
No. of producing reps, male
No. of producing reps, female
No. of reps producing $100K-$499K /year
No. of reps producing $500K+ /year
No. of CFPs
No. of full-time employees
No. of fee-based advisers served
Average payout per rep, per year
Avg. annual production of top 20% reps
Total payout, per year
Cost of E&O insurance per rep, per year$1,983$1,700
Affiliation fees charged per rep, per year$450$450
Affiliation fee coverageLicensingLicensing
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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