William Paul Morrissey

Cadaret Grant & CO INC

33 Years of Experience

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

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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.

Other Business Activities

William is an advisory board member for Haven Tower, owner of Morrissey Strategic Consulting LLC, and a board member for Big Brother Big Sisters of San Diego. These activities require minimal time commitment and are not investment-related.