TrueAdvisor
TrueAdvisor
DC
DC

Doris T Caramello

Cadaret Grant & CO INC
17 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

10150 Meanley Drive, 1st Floor, San Diego, CA, 92131

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
Next Financial Group, INC.
December 2020 - Present · 5 yrs 2 mos
Cadaret, Grant & CO., INC.
December 2020 - Present · 5 yrs 2 mos
Cadaret, Grant & CO., INC.Broker
December 2020 - Present · 5 yrs 2 mos
Next Financial Group, INC.Broker
December 2020 - Present · 5 yrs 2 mos
Cuso Financial Services, L.P.
April 2016 - Present · 9 yrs 10 mos
Cuso Financial Services, L.P.Broker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Sorrento Pacific Financial, LLCBroker
April 2016 - September 2025 · 9 yrs 5 mos
Sorrento Pacific Financial, LLC
April 2016 - September 2025 · 9 yrs 5 mos
LPL Financial LLCBroker
July 2014 - November 2015 · 1 yr 4 mos
LPL Financial LLC
July 2014 - November 2015 · 1 yr 4 mos
LPL Financial LLC
June 2007 - November 2012 · 5 yrs 5 mos
LPL Financial LLCBroker
June 2007 - November 2012 · 5 yrs 5 mos
Madison Avenue Advisors, INC.
March 2006 - February 2007 · 11 mos
Madison Avenue Securities, INC.Broker
December 2005 - February 2007 · 1 yr 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.