Unclaimed Profile

Donna Marie Farrell

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

SIE, Series 6, Series 99TOClean recordCADARET, GRANT & CO., INC.

100 MADISON STREET, SYRACUSE, NY 13202CRD# 1097235Firm CRD# 10641

Profile Verification

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

Identity

Donna Marie Farrell · SYRACUSE, NY

Registration

CRD #1097235 · CADARET, GRANT & CO., INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 99TO

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 Donna Marie Farrell offer?

Donna Marie Farrell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.

What are Donna Marie Farrell's credentials?

Donna Marie Farrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Marie Farrell located?

Donna Marie Farrell 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 Donna Marie Farrell charge for services?

Donna Marie Farrell'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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