Cadaret Grant
Financial Services
Syracuse, New York, United States
113 employees
- Employees
- 113
- Contacts
- 4
- Emails
- 4
- Phones
- 4
Cadaret Grant Overview
- Headquarters
- Syracuse, New York, United States
- Website
- cadaretgrant.com
- Industry
- Financial Services
- Employees
- 113
- Founded
- 1985
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Cadaret Grant
Cadaret Grant (CG) has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—including CG—have been fully absorbed into LPL, and both the Atria and CG names have been retired. To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial
Cadaret Grant Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
Cadaret Grant Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ryan W. York | President - York Wealth Managment | Syracuse, New York, United States |
Email
Phone
|
| Frank Mckinley, Mba | Financial Wellness Coach at Nationwide Planning Assoc., Inc. | East Hanover, New Jersey, United States |
Email
Phone
|
| Alexis Schumann | Chief Compliance Officer | Greater Phoenix Area, United States |
Email
Phone
|
| Andy Szymanowski | Head of IT Infrastructure at Atria Wealth Solutions | Greater Syracuse-auburn Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
17 profiles
Executive
9 profiles
Associate / junior
2 profiles
VP / Head
1 profile
Director
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 5 | 5 | 4 |
| General | 4 | 4 | 1 |
| Finance | 4 | 4 | 0 |
| IT | 1 | 1 | 1 |
| Operations | 1 | 1 | 1 |
| Marketing | 1 | 1 | 1 |
Cadaret Grant Tech Stack
Data / AI
2 profiles
Cloud / infrastructure
1 profile
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