Cadaret, Grant & Co., Inc.
Cadaret, Grant is one of the largest independent broker/dealers in the country, serving over 1,100 financial advisors. Powers Investment Advisory has partnered with Cadaret, Grant since 1991.
Recognized for their experience and integrity, Cadaret, Grant processes all trading activity for clients of Powers Investment Advisory, as well as provides cutting-edge technology and reporting systems. Cadaret, Grant also ensures that Powers Investment Advisory is in compliance with FINRA and SEC regulations.
Cadaret, Grant clears stock, bond and some mutual fund transactions through Pershing, a wholly owned subsidiary of the Bank of New York. Pershing is responsible for approximately 10 percent of the total daily trading volume on the New York Stock Exchange.
Pershing also provides IRA custodial services for Powers Investment Advisory clients.