Atria Wealth Solutions

Financial Services - New York, NY, US

Atria Wealth Solutions Employees
Jeremy Levinson

Vice President, Corporate Development

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Kris Kitchen

Senior Advisor Recruiter

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John Berkery

Managed Accounts Representative

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Sean Meighan

Managing Director, Advisory Services

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Brian Bichler

Head of Platform Experience - Managing Director

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Daniel Khalaf

Vice President, Head of Digital Solutions

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Atria Wealth Solutions Senior Management
Sean Meighan

Managing Director, Advisory Services

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Brian Bichler

Head of Platform Experience - Managing Director

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Bob Holcomb

Chief Marketing Officer

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John Reinhardt

Chief Technology Officer

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Eugene Elias

Chief Operating Officer and Founding Partner, Atria Wealth Solutions

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Doug Ketterer

Chief Executive Officer and Founding Partner

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Eugene Jr.

Chief Operating Officer and Founding Partner, Atria Wealth Solutions

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Douglas Ketterer

Chief Executive Officer and Founding Partner, Atria Wealth Solutions

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Ted Horwith

Head of Accounting and Broker/Dealer Chief Financial Officer

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Atria Wealth Solutions Details

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.

Atria Wealth Solutions logo, Atria Wealth Solutions contact details
Website: atriawealth.com
Employees: 50 - 99
HQ: 888-566-1482
Location: New York, NY, US
Revenue: 5 - 10 Million
Independent Broker/Dealer Independent Advisors Financial Services Financial Planning Wealth Management Firm Growth Consultants Holistic Integrated Wealth Management Solutions Practice Management Resources Financial Advisor Support Investment Advisory Corporate RIA Investment Programs for Banks and Credit Unions Innovative Technology Services Responsive and Agile Operating Model Comprehensive Suite of Products and Solutions Seasoned Practice Management Resources Direct Access to Senior Management Premium Service and Support fintech
Atria Wealth Solutions Technologies
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Microsoft Office 365

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