As a registered independent financial advisor, I have been a registered representative with Cadaret, Grant & Co., Inc. since August of 1990.
I began working with my father, Otto (Fritz) Adelman who had a successful career as an Investment Professional for 33 years, ending his working career with a relatively new broker dealer start-up known as Cadaret, Grant back in 1987.
I received my Bachelor of Science in Electronic Engineering Technology from The University of Dayton in 1986 and worked to become licensed in the securities industry obtaining my Series 6, 7 and 63 designations over the next few years.
Since that time, I have built a network of clients both with commissioned and managed accounts. The industry has evolved over the years and as an independent advisor, I may offer many choices to help you in developing a financial plan that suits your personal needs.
I have been active with outside interests and most of my adulthood has been around officiating soccer at all levels. I earned the opportunity to officiate at the professional level working the USL 1 (A-League) for a number of years mainly as an Assistant Referee and continue to officiate at the division 1 level as a college official with numerous NCAA post season appearances. I also officiate all levels of college, high school, amateur and youth soccer and earned a number of trips to the New York State Public High School Soccer finals as well as nationally recognized showcase tournaments for perspective college athletes in the US and abroad. I am also proud to say that I am a member of The Son’s of the American Legion, Post 362 in East Aurora, NY.