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Adam Fletcher Doig

Cadaret, Grant & CO., Inc.

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About Adam Fletcher Doig

Adam Fletcher Doig is a financial advisor at Cadaret, Grant & CO., Inc. in Saratoga Springs, New York. Adam Doig has been working in the financial services industry since 2005 and has a broad range of experience. Adam Doig is registered with the state of New York and is also registered with FINRA. Adam Doig is a partner at Sterling Manor Financial, LLC and has a Real Estate license. Adam Doig provides financial planning and portfolio management services to individual and corporate clients.

Firm Information

Adam Doig is currently registered with Cadaret, Grant & CO., Inc.. Cadaret, Grant & CO., Inc. is a corporation formed on April 16, 1981, with its main office located in Syracuse, NY. They are a registered investment advisor with a comprehensive suite of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm has a strong presence across the United States with 52 state registrations and 1 SEC registration. They have a significant client base with a focus on individuals, corporations, and institutional clients, managing over $6.8 billion in regulatory assets under management.
Cadaret, Grant & CO., Inc.

100 MADISON STREET

SYRACUSE, NY 13202

$6.87B

Assets Under Management

5,685

Total Clients

543

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Doig’s Registration & Firm History

NY

05/04/2021 - Present

Cadaret, Grant & CO., Inc. (SARATOGA SPRINGS NY)

NY

04/24/2006 - 11/04/2009

EQUITY SERVICES, INC. (SARATOGA SPRINGS NY)

MN

01/01/2005 - 04/05/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/01/2005 - 04/05/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Fletcher Doig.
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