Unclaimed Profile

Daniel Paul Burkott

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

CADARET, GRANT & CO., INC.

100 MADISON STREET, SYRACUSE, NY 13202CRD# 4710068Firm CRD# 10641

Profile Verification

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

Identity

Daniel Paul Burkott · SYRACUSE, NY

Registration

CRD #4710068 · CADARET, GRANT & CO., INC.

Brand Profile

Not yet started

Disclosure history

11 disclosures on file · See FINRA BrokerCheck for full record

About

Daniel Paul Burkott 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# 4710068

Firm CRD# 10641

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Paul Burkott offer?

Daniel Paul Burkott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.

What are Daniel Paul Burkott's credentials?

Daniel Paul Burkott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Paul Burkott located?

Daniel Paul Burkott 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 Daniel Paul Burkott charge for services?

Daniel Paul Burkott'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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