Drew CFP(r)
Executive Director, Head of Advisory Consulting Group at Atria Wealth Solutions - New York, New York, US
Drew CFP(r)'s Colleagues at Atria Wealth Solutions
Douglas Ketterer
Chief Executive Officer and Founding Partner, Atria Wealth Solutions
Drew CFP(r)'s Contact Details
(619) 739-4265
Atria Wealth Solutions
Drew CFP(r)'s Company 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.