Cadaret Grant & Co Inc
Legal Name: CADARET, GRANT & CO., INC.
Full Contact Details
Other Info
Cadaret Grant & Co Inc is legally known as CADARET, GRANT & CO., INC.. It is a DE Corporation. This firm has 1000 employees, of which 500 are employees in advisory roles. It serves 584 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 23, 1992.
Direct Owners
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ALBERT L JOHNSON
CHIEF COMPLIANCE OFFICER owns less than 5%
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ANDREW MARK SZYMANOWSKI
ASSISTANT VICE PRESIDENT owns less than 5%
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ANDREW SCOTT KNAPP
ASSISTANT VICE PRESIDENT owns less than 5%
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AWS 4, INC.
SHAREHOLDER owns 75% or more
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CHRISTOPHER MICHAEL MONK
ASSISTANT VICE PRESIDENT owns less than 5%
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DIANA A DALY
ASSISTANT VICE PRESIDENT owns less than 5%
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DONALD BRUCE JAYNES
FIRST VICE PRESIDENT owns less than 5%
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DONALD JOHN TAYLOR
SENIOR VICE PRESIDENT, CFO, TREASURER & DIRECTOR owns less than 5%
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DONNA MARIE FARRELL
ASSISTANT VICE PRESIDENT/ASSISTANT SECRETARY owns less than 5%
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DOUGLAS JOHN KETTERER
CHIEF EXECUTIVE OFFICER, PRESIDENT, CHAIRMAN OF THE BOARD owns less than 5%
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EUGENE HENRI ELIAS JR
DIRECTOR owns less than 5%
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JENNIFER C HAYES
ASSISTANT VICE PRESIDENT owns less than 5%
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KARA E HAGGINS
ASSISTANT VICE PRESIDENT owns less than 5%
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KAREN CELESTE BENENATI
ASSISTANT VICE PRESIDENT owns less than 5%
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KEVIN STANLEY MAKOWSKI
VICE PRESIDENT, ASSISTANT TREASURER owns less than 5%
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MEGAN ANGELA GRANT
VICE PRESIDENT owns less than 5%
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MICHAEL EDWARD ARNOLD
VICE PRESIDENT owns less than 5%
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RICHARD W HAYES
ASSISTANT VICE PRESIDENT owns less than 5%
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SHANNON DAVID OBRIEN
VICE PRESIDENT owns less than 5%
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SHARON ANN DEPERRO
VICE PRESIDENT owns less than 5%
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TRISHA LYNN TYMKIW
VICE PRESIDENT owns less than 5%
Indirect Owners
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ATRIA WEALTH SOLUTIONS HOLDINGS LLC
SHAREHOLDER owns 75% or more
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ATRIA WEALTH SOLUTIONS, INC.
SHAREHOLDER owns 75% or more
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LEE EQUITY PARTNERS FUND II (A), L.P.
MEMBER owns more than 25% but less than 50%
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LEP ATRIA HOLDINGS, LLC
MEMBER owns more than 25% but less than 50%