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Urmas Mark Lupkin

Cadaret, Grant & CO., Inc.

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About Urmas Mark Lupkin

Urmas Mark Lupkin is a financial advisor who has been in the industry since October 30, 1993. Urmas is currently registered with Cadaret, Grant & CO., Inc. and has been with the firm since September 1, 2015. Previously, Urmas worked with M&T Securities, Inc. from May 1, 1995, to July 15, 2015, and Liberty Securities Corporation from September 14, 1993, to May 1, 1995. Urmas holds Series 6, Series 63, and SIE licenses. Urmas is registered in New York.

Firm Information

Urmas Lupkin 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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Urmas Lupkin’s Registration & Firm History

NY

09/01/2015 - Present

Cadaret, Grant & CO., Inc. (WEST SENECA NY)

NY

05/01/1995 - 07/15/2015

M&T SECURITIES, INC. (ORCHARD PARK NY)

NY

09/14/1993 - 05/01/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

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Licenses & Designations

BC

Issued 09/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Urmas Mark Lupkin.
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