Drew CFP(r)

Executive Director, Head of Advisory Consulting Group at Atria Wealth Solutions - New York, NY, US

Drew CFP(r)'s Colleagues at Atria Wealth Solutions
Rob Guldner

Head Of Compliance

Contact Rob Guldner

Eugene Jr.

Chief Operating Officer and Founding Partner, Atria Wealth Solutions

Contact Eugene Jr.

Douglas Ketterer

Chief Executive Officer and Founding Partner, Atria Wealth Solutions

Contact Douglas Ketterer

Sandy Pappalardo

VP Advisory Platform Initiatives

Contact Sandy Pappalardo

Tony Puglia

Executive Director - Cashiering

Contact Tony Puglia

Rosalind MSOL

Learning And Development Specialist

Contact Rosalind MSOL

Evan Teguh

Senior Data Analyst

Contact Evan Teguh

View All Drew CFP(r)'s Colleagues
Drew CFP(r)'s Contact Details
Email (Verified)
***@atriawealth.com
Get Drew CFP(r)'s Email Address
Mobile Number
(XXX) XXX-XXXX
Get Drew CFP(r)'s Mobile Number
HQ
888-566-1482
Location
Company
Atria Wealth Solutions
Drew CFP(r)'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
Details about Atria Wealth Solutions
Frequently Asked Questions about Drew CFP(r)
Drew CFP(r) currently works for Atria Wealth Solutions.
Drew CFP(r)'s role at Atria Wealth Solutions is Executive Director, Head of Advisory Consulting Group.
Drew CFP(r)'s email address is ***@atriawealth.com. To view Drew CFP(r)'s full email address, please signup to ConnectPlex.
Drew CFP(r) works in the Financial Services industry.
Drew CFP(r)'s colleagues at Atria Wealth Solutions are Rob Guldner, Eugene Jr., Douglas Ketterer, Sandy Pappalardo, Tony Puglia, Rosalind MSOL, Evan Teguh and others.
Drew CFP(r)'s phone number is 888-566-1482
See more information about Drew CFP(r)