Cadaret Grant
Cadaret Grant (CG) has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—including CG—have been fully absorbed into LPL, and both the Atria and CG names have been retired. To stay connected, follow LPL Financial:
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Verified contacts
85
available on Kipplo
LinkedIn employees
92
1 to 10 range
Open roles
—
no listings
Distinct roles
61
indexed titles
Tech stack
3
tools in use
Monthly traffic
553
organic / mo
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Decision-makers and verified team members
85 contacts with verified email or phone · masked until revealed.
- MO
Matthew Oconnor
Vice President, Accounting Manager · Finance & Accounting
EmailPhone - WW
Wade Wiers
Vice President, Controller · Finance & Accounting
EmailPhone - RK
Robert Kiff
Home Office Registered Principal · Finance & Accounting
EmailPhone - EC
Emily Clark
Manager of Cashiering at Cadaret, Grant & Co, Inc · Finance & Accounting
EmailPhone - LM
Lisa M. Johnson
Client Services Manager · Customer/Client Service
EmailPhone - TV
Tina Vesiloik
Compliance Dept · Legal
EmailPhone - AT
Al Troisi
Investment Advisor · Finance & Accounting
EmailPhone - AC
Andrew Caldwell
Information Technology System Administrator · Information Technology
EmailPhone - BS
Bonita Sherlock
Data Admin · Operations
EmailPhone
Showing 9 of 85 verified contacts
Top roles at Cadaret Grant
61 distinct titles indexed · top 10 shown.
- 7cadaret, grant & co, inc
- 7financial advisor
- 6registered representative
- 2account executive
- 2broker sales associate
- 2new accounts processor
- 2receptionist
- 1account specialist
- 1account transfer specialist
- 1advisory compliance analyst
- +51more titles
Sign up to unlock all 85 contacts at Cadaret Grant
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