Unclaimed Profile

Michelle Denise Werth

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

SIE, Series 7, Series 24, Series 63, Series 65Clean record5 years registeredCADARET, GRANT & CO., INC.

110 WEST FAYETTE ST, SYRACUSE, NY 13202CRD# 3054084Firm CRD# 10641

Profile Verification

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

Identity

Michelle Denise Werth · SYRACUSE, NY

Registration

CRD #3054084 · CADARET, GRANT & CO., INC. · 5 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2025 – present

PRENTICE WEALTH MANAGEMENT LLC

Mar 2023 – present

CADARET GRANT & CO INC

May 2021 – Jul 2025

Baldwinsville, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 4, 2021

Years registered · 5

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 Michelle Denise Werth offer?

Michelle Denise Werth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.

What are Michelle Denise Werth's credentials?

Michelle Denise Werth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Denise Werth located?

Michelle Denise Werth 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 Michelle Denise Werth charge for services?

Michelle Denise Werth'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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