Cadaret Grant & Co Inc

Cadaret Grant & Co Inc es una corporación de Delaware que emplea a 1000 personas, la mitad de ellas en roles de asesoramiento. Con una base de clientes de 584, la empresa ha sido aprobada por la SEC desde el 23 de noviembre de 1992.

• ALBERT L JOHNSON

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• ANDREW MARK SZYMANOWSKI

  ASSISTANT VICE PRESIDENT posee menos de 5%

• ANDREW SCOTT KNAPP

  ASSISTANT VICE PRESIDENT posee menos de 5%

• AWS 4, INC.

  SHAREHOLDER posee 75% o más

• CHRISTOPHER MICHAEL MONK

  ASSISTANT VICE PRESIDENT posee menos de 5%

• DIANA A DALY

  ASSISTANT VICE PRESIDENT posee menos de 5%

• DONALD BRUCE JAYNES

  FIRST VICE PRESIDENT posee menos de 5%

• DONALD JOHN TAYLOR

  SENIOR VICE PRESIDENT, CFO, TREASURER & DIRECTOR posee menos de 5%

• DONNA MARIE FARRELL

  ASSISTANT VICE PRESIDENT/ASSISTANT SECRETARY posee menos de 5%

• DOUGLAS JOHN KETTERER

  CHIEF EXECUTIVE OFFICER, PRESIDENT, CHAIRMAN OF THE BOARD posee menos de 5%

• EUGENE HENRI ELIAS JR

  DIRECTOR posee menos de 5%

• JENNIFER C HAYES

  ASSISTANT VICE PRESIDENT posee menos de 5%

• KARA E HAGGINS

  ASSISTANT VICE PRESIDENT posee menos de 5%

• KAREN CELESTE BENENATI

  ASSISTANT VICE PRESIDENT posee menos de 5%

• KEVIN STANLEY MAKOWSKI

  VICE PRESIDENT, ASSISTANT TREASURER posee menos de 5%

• MEGAN ANGELA GRANT

  VICE PRESIDENT posee menos de 5%

• MICHAEL EDWARD ARNOLD

  VICE PRESIDENT posee menos de 5%

• RICHARD W HAYES

  ASSISTANT VICE PRESIDENT posee menos de 5%

• SHANNON DAVID OBRIEN

  VICE PRESIDENT posee menos de 5%

• SHARON ANN DEPERRO

  VICE PRESIDENT posee menos de 5%

• TRISHA LYNN TYMKIW

  VICE PRESIDENT posee menos de 5%

• ATRIA WEALTH SOLUTIONS HOLDINGS LLC

  SHAREHOLDER posee 75% o más

• ATRIA WEALTH SOLUTIONS, INC.

  SHAREHOLDER posee 75% o más

• LEE EQUITY PARTNERS FUND II (A), L.P.

  MEMBER posee más del 25% pero menos del 50%

• LEP ATRIA HOLDINGS, LLC

  MEMBER posee más del 25% pero menos del 50%

• Confidential Planning I LLC
• Fmf&E Wealth Management LLC
• Pinnacle Advisors LLC
• Rockbridge Investment Management LLC
• Passive Capital Management LLC
• Pinnacle Investments LLC
• Blue Ocean Strategic Capital LLC
• Blue Water Capital Management LLC
• ADIRONDACK CAPITAL ADVISORS, LLC
• Etfidea LLC

• Lee Equity-backed Atria to buy Cabaret, Grant