Unclaimed Profile

Daniel Paul Burkott

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

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 99TOCADARET, 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

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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 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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