Unclaimed Profile

Richard West Weemhoff

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

SIE, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 66, Series 79TO, Series 99TOClean record17 years registeredCADARET, GRANT & CO., INC.

100 MADISON STREET, SYRACUSE, NY 13202CRD# 5249795Firm CRD# 10641

Profile Verification

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

Identity

Richard West Weemhoff · SYRACUSE, NY

Registration

CRD #5249795 · CADARET, GRANT & CO., INC. · 17 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Oct 2023 – present

CADARET GRANT & CO INC

Sep 2022 – Aug 2023

SYRACUSE, NY

LPL FINANCIAL LLC

Sep 2011 – Jul 2022

FORT MILL, SC

LPL FINANCIAL LLC

Mar 2010 – Apr 2011

CHARLOTTE, NC

SYNERGY INVESTMENT GROUP, LLC

Mar 2009 – Mar 2010

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 66

Series 79TO

Series 99TO

Registration record

First registered · March 31, 2009

Years registered · 17

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 Richard West Weemhoff offer?

Richard West Weemhoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.

What are Richard West Weemhoff's credentials?

Richard West Weemhoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard West Weemhoff located?

Richard West Weemhoff 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 Richard West Weemhoff charge for services?

Richard West Weemhoff'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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