TrueAdvisor
TrueAdvisor
AH
AH

Amanda Candelmo Hawley

Cadaret Grant & CO INC
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Cadaret Grant & CO INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
17,888 clients
Average Client Portfolio
$429K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only

Location

100 Madison Street, Suite 1300, Syracuse, NY, 13202

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cadaret Grant & CO INC
March 2022 - Present · 3 yrs 11 mos
Cuso Financial Services, L.P.
January 2022 - Present · 4 yrs 1 mo
Next Financial Group, INC.
January 2022 - Present · 4 yrs 1 mo
Cadaret, Grant & CO., INC.Broker
January 2022 - Present · 4 yrs 1 mo
Cuso Financial Services, L.P.Broker
January 2022 - Present · 4 yrs 1 mo
Next Financial Group, INC.Broker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Grove Point Advisors, LLC
September 2023 - October 2025 · 2 yrs 1 mo
Grove Point Investments, LLCBroker
September 2023 - October 2025 · 2 yrs 1 mo
Western International Securities, INC.Broker
January 2022 - October 2025 · 3 yrs 9 mos
Sorrento Pacific Financial, LLCBroker
January 2022 - October 2025 · 3 yrs 9 mos
Scf Securities, INC.Broker
January 2022 - October 2025 · 3 yrs 9 mos
LPL Financial LLC
June 2015 - January 2022 · 6 yrs 7 mos
LPL Financial LLCBroker
May 2015 - January 2022 · 6 yrs 8 mos
LPL Financial LLC
January 2004 - November 2013 · 9 yrs 10 mos
LPL Financial LLCBroker
August 1999 - November 2013 · 14 yrs 3 mos
State Registrations2 states
MANY
Advisor
Exams
No exam information available for this advisor.