Mac Cadaret
Mac Cadaret is a registered investment advisor at LPL Financial LLC, based in Syracuse, NY, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
100 Madison Street, Suite 1620, Syracuse, NY, 13202
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Regulatory History (1)
Criminal
May 2018Other Business ActivitiesSells Insurance
Mac is the owner of Cadaret Brokerage Group, providing financial services, and dedicates full-time hours to this role. Mac also sells annuity, health, and life insurance in New York since 1998.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.