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David Lesnick

Cadaret, Grant & CO., Inc.

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About David Lesnick

David Lesnick is an investment advisor representative with Cadaret, Grant & CO., Inc. David has been in the financial services industry since 1994. David is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, Massachusetts, Texas and Virginia. David has been providing financial planning, portfolio management for individuals and businesses and pension consulting. David has also taught classes on employee benefits for Critical Financial Education, DBA.

Firm Information

David Lesnick 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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David Lesnick’s Registration & Firm History

NY

12/11/2023 - Present

Cadaret, Grant & CO., Inc. (Syracuse NY)

AZ

10/13/2017 - 12/13/2023

WOODBURY FINANCIAL SERVICES, INC. (GLENDALE AZ)

AZ

08/31/2011 - 10/13/2017

NATIONAL PLANNING CORPORATION (GLENDALE AZ)

AZ

01/11/1999 - 09/09/2011

PROEQUITIES, INC. (GOODYEAR AZ)

CA

07/10/1995 - 12/31/1998

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

KS

07/06/1994 - 07/03/1995

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 04/30/2012

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Lesnick. Review regulatory record here.
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