Unclaimed Profile

Christopher Fredric Herrel

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

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 66Clean record20 years registeredCADARET, GRANT & CO., INC.

100 MADISON STREET, SYRACUSE, NY 13202CRD# 1297504Firm CRD# 10641

Profile Verification

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

Identity

Christopher Fredric Herrel · SYRACUSE, NY

Registration

CRD #1297504 · CADARET, GRANT & CO., INC. · 20 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Sep 2025 – present

NEXT FINANCIAL GROUP, INC.

Oct 2024 – Sep 2025

Syracuse, NY

CUSO FINANCIAL SERVICES, L.P.

Aug 2024 – Sep 2025

Syracuse, NY

WESTERN INTERNATIONAL SECURITIES

Jun 2024 – Sep 2025

Syracuse, NY

CADARET GRANT & CO INC

Aug 2023 – Sep 2025

SYRACUSE, NY

PNC INVESTMENTS

Feb 2012 – Aug 2023

CLEVELAND, OH

WELLS FARGO ADVISORS, LLC

Oct 2008 – Feb 2012

ST. LOUIS, MO

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2006 – Sep 2008

PENNINGTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · June 7, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CADARET, GRANT & CO., INC.

CRD 10641 · SEC 801-42709

AUM

$6.9B

Regulatory assets under management

Employees

761

25,405 client accounts

Services offered by CADARET, GRANT & CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

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Frequently Asked Questions

What services does Christopher Fredric Herrel offer?

Christopher Fredric Herrel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.

What are Christopher Fredric Herrel's credentials?

Christopher Fredric Herrel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Fredric Herrel located?

Christopher Fredric Herrel 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 Christopher Fredric Herrel charge for services?

Christopher Fredric Herrel'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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