Daniel Khalaf

Vice President, Head of Digital Solutions at Atria Wealth Solutions - New York, NY, US

Daniel Khalaf's Colleagues at Atria Wealth Solutions
Bob Holcomb

Chief Marketing Officer

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John Reinhardt

Chief Technology Officer

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Sean Meighan

Managing Director, Advisory Services

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Jason Lewis

Executive Director

Contact Jason Lewis

Patricia Solfaro

General Counsel

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Jeffrey Bruhm

Senior Advisor Recruiter

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Kris Kitchen

Senior Advisor Recruiter

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Daniel Khalaf'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
Company
Atria Wealth Solutions
Daniel Khalaf'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 Daniel Khalaf
Daniel Khalaf currently works for Atria Wealth Solutions.
Daniel Khalaf's role at Atria Wealth Solutions is Vice President, Head of Digital Solutions.
Daniel Khalaf's email address is ***@atriawealth.com. To view Daniel Khalaf's full email address, please signup to ConnectPlex.
Daniel Khalaf works in the Financial Services industry.
Daniel Khalaf's colleagues at Atria Wealth Solutions are Bob Holcomb, John Reinhardt, Sean Meighan, Jason Lewis, Patricia Solfaro, Jeffrey Bruhm, Kris Kitchen and others.
Daniel Khalaf's phone number is 888-566-1482
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