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Adam Jeffrey Smith

Cadaret, Grant & CO., Inc.

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About Adam Jeffrey Smith

Adam Smith is a financial professional with over 2 years of experience in the industry. Adam is currently registered with Cadaret, Grant & CO., Inc. and Spartan Wealth Management, where Adam provides financial advice to individuals, businesses, and institutions. Adam specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management. Adam also has experience working with charitable organizations and pension and profit sharing plans.

Firm Information

Adam Smith 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 Smith’s Registration & Firm History

MI

08/15/2022 - Present

Cadaret, Grant & CO., Inc. (Bingham Farms MI)

MI

01/27/2022 - 08/23/2022

UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)

KY

10/02/2020 - 12/15/2021

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 04/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Jeffrey Smith.
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