Brian Nelson

Head of Practice Management | Atria at Atria Wealth Solutions - New York, NY, US

Brian Nelson's Colleagues at Atria Wealth Solutions
Carissa Daughtry

Compliance Analyst

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Trisha Tymkiw

Executive Director, Financial Planning & Analysis

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Oksana Poznak

Head Of Relationship Management

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Murukesh K v

Full Stack Engineer

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Krutarth Trivedi

Quality Assurance Analyst

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Suresh Joseph

Executive Director, Head Of Application Development

Contact Suresh Joseph

Padmapriya Vangeepuram

Software Development Consultant

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Brian Nelson's Contact Details
Email (Verified)
***@atriawealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-566-1482
Location
Greater Boston
Company
Atria Wealth Solutions
Brian Nelson's Company Details
Atria Wealth Solutions logo, Atria Wealth Solutions contact details

Atria Wealth Solutions

New York, NY, US • 50 - 99 Employees
Financial Services

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.

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
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Frequently Asked Questions about Brian Nelson
Brian Nelson currently works for Atria Wealth Solutions.
Brian Nelson's role at Atria Wealth Solutions is Head of Practice Management | Atria.
Brian Nelson's email address is ***@atriawealth.com. To view Brian Nelson's full email address, please signup to ConnectPlex.
Brian Nelson works in the Financial Services industry.
Brian Nelson's colleagues at Atria Wealth Solutions are Carissa Daughtry, Trisha Tymkiw, Oksana Poznak, Murukesh K v, Krutarth Trivedi, Suresh Joseph, Padmapriya Vangeepuram and others.
Brian Nelson's phone number is 888-566-1482
See more information about Brian Nelson