Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Shute is a financial advisor with Cadaret, Grant & CO., Inc. Adrian has been in the industry since 2004 and has experience with investments in the state of New York. Adrian has successfully passed the Series 6, 7, 63, and 66 exams and is active in the securities industry and as an Investment Advisor Representative (IAR). Adrian works at Cadaret, Grant & CO., Inc. which has provided financial services for over 100 years and services over 5000 clients. Adrian is located in the state of New York at 2449 US Route 11, Lafayette, NY 13084, and can be reached by phone or email.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (LAFAYETTE NY)
NY
11/13/2006 - 04/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NY
06/30/2004 - 11/15/2006
METLIFE SECURITIES INC. (SYRACUSE NY)
NY
06/30/2004 - 11/15/2006
METROPOLITAN LIFE INSURANCE COMPANY (SYRACUSE NY)
BOTH
Issued 11/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Adrian Shute is the right advisor for you? Invested Better is here to help.
