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Gary James Gorga

Cadaret, Grant & CO., Inc.

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About Gary James Gorga

Gary Gorga is a financial advisor at Cadaret, Grant & Co., Inc. He is registered with the Financial Industry Regulatory Authority (FINRA) and has a background in the financial services industry dating back to 1978.

Firm Information

Gary Gorga 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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Gary Gorga’s Registration & Firm History

UT

07/12/2021 - Present

Cadaret, Grant & CO., Inc. (Midway UT)

NY

05/20/1993 - 06/02/1994

USLIFE EQUITY SALES CORP. (NEW YORK NY)

NA

04/12/1990 - 05/04/1993

WEALTH BUILDERS EQUITY CORPORATION

AZ

11/19/1989 - 04/24/1990

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

01/18/1988 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

10/08/1986 - 01/23/1988

W. S. GRIFFITH & CO., INC.

NA

07/22/1985 - 08/26/1986

RADFORD CAPITAL CORPORATION

NA

09/23/1983 - 06/26/1985

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

NA

02/25/1981 - 06/21/1985

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

NA

09/29/1978 - 07/27/1979

JOHN HANCOCK DISTRIBUTORS, INC.

NA

09/29/1978 - 07/27/1979

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

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Licenses & Designations

BOTH

Issued 03/26/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 09/21/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary James Gorga.
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