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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Briarwood Wealth Management, LLC 6 years, 5 months Sep 2009 - Present
Cadaret, Grant & Co., Inc. 6 years, 5 months Sep 2009 - Present
Key Investment Services LLC 3 years, 1 month Aug 2006 - Sep 2009
M&T Securities 1 year, 2 months Jun 2005 - Aug 2006
Usfmg 8 months Oct 2004 - Jun 2005
Pruco Securities Corporation 1 year, 1 month Sep 2003 - Oct 2004
Prudential Insurance Company 1 year, 1 month Sep 2003 - Oct 2004
Syracuse City Schools 3 years, 1 month Aug 2000 - Sep 2003
Are You
Joseph J Sindoni?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Joseph Sindoni

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Dec 6, 2012
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Aug 23, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cadaret Grant & Co Inc

Last updated on Oct. 22, 2015
    • $3.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 20K
      Accounts
    • $169.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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