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Terry Dean Toman

Cadaret, Grant & CO., Inc.

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About Terry Dean Toman

Terry Dean Toman is a registered investment advisor representative with Cadaret, Grant & CO., Inc.. Terry has been in the securities industry since 1992. Terry has passed the Series 63, Series 6, Series 26, and Series 65 exams. Terry has a total of 17 years of experience working with Woodbury Financial Services, Inc. and National Planning Corporation. Terry has a specialization in retirement planning, estate planning, insurance planning, college planning, and financial planning.

Firm Information

Terry Toman 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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Terry Toman’s Registration & Firm History

AZ

12/12/2023 - Present

Cadaret, Grant & CO., Inc. (Glendale AZ)

AZ

10/13/2017 - 12/13/2023

WOODBURY FINANCIAL SERVICES, INC. (GLENDALE AZ)

AZ

01/22/2009 - 10/13/2017

NATIONAL PLANNING CORPORATION (GLENDALE AZ)

AZ

10/31/2005 - 01/23/2009

SAGEPOINT FINANCIAL, INC. (GLENDALE AZ)

AZ

10/25/1996 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

GA

01/06/1992 - 10/22/1996

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Dean Toman.
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