Cadaret Grant

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
Industry
Financial Services
Employees
113
Founded
1985
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Ryan W. York President - York Wealth Managment
Email Phone
Frank Mckinley, Mba Financial Wellness Coach at Nationwide Planning Assoc., Inc.
Email Phone
Alexis Schumann Chief Compliance Officer
Email Phone
Andy Szymanowski Head of IT Infrastructure at Atria Wealth Solutions
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 Email 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

Compare Similar Companies to Cadaret Grant