Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew McAnulty is an Investment Advisor Representative at Cadaret, Grant & CO., Inc., and at Sgroi Wealth Advisory Group LLC. Matthew's firm specializes in providing investment advice for individuals, families, and businesses. Matthew also works in the capacity of an insurance agent for various lines of insurance, but this work is not considered investment related. Matthew is licensed in New York and holds the Series 7, 66, and SIE exams. Matthew has a strong background in the financial industry and is committed to providing his clients with personalized financial advice and guidance. He is also passionate about helping people reach their financial goals and is dedicated to building long-term relationships with his clients.
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.
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NY
05/07/2021 - Present
Cadaret, Grant & CO., Inc. (WEST SENECA NY)
BOTH
Issued 05/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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