AC
AC

Anastasia Marie Cadotte

38 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,881 clients
Average Client Portfolio
$183K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$25
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Location

300 Parkland Plaza, Ann Arbor, MI, 48103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anastasia provides support in the vote count of Teamsters officials for the Office of the Election Supervisor. This was a one-week commitment starting in November 2021.

Employment History
Current Registrations
Spc
November 2008 - Present · 17 yrs 3 mos
Sigma Financial Corporation
April 2007 - Present · 18 yrs 10 mos
Parkland Securities, LLC
April 2007 - Present · 18 yrs 10 mos
Sigma Financial CorporationBroker
April 2007 - Present · 18 yrs 10 mos
Parkland Securities, LLCBroker
April 2007 - Present · 18 yrs 10 mos
Previous Registrations
Questar Capital CorporationBroker
November 2003 - December 2006 · 3 yrs 1 mo
Abn Amro Financial Services, INC.Broker
November 2001 - October 2002 · 11 mos
Independence One Brokerage Services, INC.Broker
September 1991 - November 2001 · 10 yrs 2 mos
Olde Discount CorporationBroker
November 1985 - June 1991 · 5 yrs 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.