Atria Wealth Solutions
Financial ServicesView the employees at
Atria Wealth Solutions-
Kristoffer George Caburao Software Engineer at Atria Wealth Solutions
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Syracuse
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Rising Star
Jodi Miller Margin Analyst at Atria Wealth Solutions-
St Petersburg
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Rising Star
David Harrison Senior-level wealth management professional with extensive experience in leading multiple investment product lines and driving multibillion-dollar growth through financial product development, launch, and oversight.-
Greater Houston
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Top 5%
Jicelle De Guzman Transitions Coordinator at Atria Wealth Solutions-
Chula Vista, California, United States
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Rising Star
Alicia Baxter Compliance Surveillance Analyst-
Omaha, Nebraska, United States
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Rising Star
Overview
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.
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