JC
Jean Catanese
Registered Principal/Financial Advisor at Cadaret Grant
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Work Experience
Registered Principal/Financial Advisor
Aug 2001 - Present · 23 years and 4 months
CFO
Aug 1991 - Present · 33 years and 4 months
6928 Williams Rd LLC
Managing General Partner
Jul 2008 - Present · 16 years and 5 months
Company Details
51-200 Employees
As one of the largest privately owned independent broker/dealers, Cadaret Grant gives financial advisers the freedom to build practices based on honesty, integrity, class and independent thinking. We serve over 900 entrepreneurial-spirited financial advisers nationwide and provide them with the support and resources they need to develop lasting client relationships. At Cadaret Grant, our business philosophy is best summed up in two words: independent thinking.
Year Founded
1985
Social Media
LinkedinFacebook
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance, Banks & Financial Services
HQ Location
100 Madison St Syracuse, New York 13202, US
Keywords
financial servicesbroker/dealerindependent broker/dealerfee-based servicesinvestment advisory servicesgrant serviceswealth management servicesportfolio management softwarewealth managementinvestment advisory
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