Unclaimed Profile

Alexis V Schumann

CADARET, GRANT & CO., INC.·SYRACUSE, New York

CADARET, GRANT & CO., INC.

100 MADISON STREET, SYRACUSE, NY 13202CRD# 3157769Firm CRD# 10641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexis V Schumann · SYRACUSE, NY

Registration

CRD #3157769 · CADARET, GRANT & CO., INC.

Brand Profile

Not yet started

Disclosure history

11 disclosures on file · See FINRA BrokerCheck for full record

About

Alexis V Schumann is a registered financial advisor based in SYRACUSE, New York, affiliated with CADARET, GRANT & CO., INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CADARET, GRANT & CO., INC.

CADARET GRANT & CO INC

AUM

$6.9B

Regulatory assets under management

Employees

761

Total firm employees

View all advisors at CADARET, GRANT & CO., INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3157769

Firm CRD# 10641

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alexis V Schumann offer?

Alexis V Schumann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.

What are Alexis V Schumann's credentials?

Alexis V Schumann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexis V Schumann located?

Alexis V Schumann is based in SYRACUSE, New York, working with CADARET, GRANT & CO., INC.. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Alexis V Schumann charge for services?

Alexis V Schumann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CADARET, GRANT & CO., INC.?

CADARET, GRANT & CO., INC. has approximately 761 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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