DismissCOVID Announcement

Our COVID-19 Resource Center keeps our subsidiaries’ advisors informed and ready. See how.

Menu Atria Wealth Solutions
  • Independent Advisors
  • Financial Institutions
  • Home
  • Vision
  • About
  • News
  • Join Us
April 19, 2018

Lee Equity-backed Atria to buy Cadaret, Grant

  • Media Coverage

Office

295 Madison Avenue
Suite 1407
New York, NY 10017

Our firms

  • Cadaret Grant
  • CUSO Financial
  • Sorrento Pacific
  • NEXT Financial
  • WIS
  • SCF Securities

Join us

For Financial Institutions
New Business Development
Tami Cain
Email Tami
858.530.4440

 

For Financial Advisors
Recruiting Department
Kevin Beard
Email Kevin
888.566.1482 (Toll Free)
646.887.9020

Media inquiries

Srishti Assaye
Account Executive
FiComm Partners
Email Me
C: 917.893.2606

Privacy Policy

Notice of Collection of Personal Information

©2021 Atria Wealth Solutions

We are not a registered investment advisor or a broker dealer and do not provide investment advice.

Close