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William Paul Morrissey

CADARET, GRANT & CO., INC.·SYRACUSE, New York
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100 MADISON STREET, SYRACUSE, NY 13202CRD# 1575389Firm CRD# 10641
01

About

William Paul Morrissey 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1575389
Firm CRD# 10641
11 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Paul Morrissey offer?
William Paul Morrissey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.
What are William Paul Morrissey's credentials?
William Paul Morrissey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Paul Morrissey located?
William Paul Morrissey 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 William Paul Morrissey charge for services?
William Paul Morrissey'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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Other advisors in SYRACUSE
Michelle Denise Werth — CADARET, GRANT & CO., INC.Susan Schott Hawks — CADARET, GRANT & CO., INC.Daniel Zanti Strine — PASSIVE CAPITAL MANAGEMENT, LLCAnthony Franklin Van Ore — ONEGROUP WEALTH PARTNERS, INC.Theodore John Sarenski — BLUE OCEAN STRATEGIC CAPITAL, LLC
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