Mary Stevens

Manager of New Accounts and Account Transfers at Atria Wealth Solutions - New York, NY, US

Mary Stevens's Colleagues at Atria Wealth Solutions
Ronald Day

Customer Service Representative

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John Picone

Managing Director

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John Whitworth

Senior Recruiter

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Julie Crooks

Business Development

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John Berkery

Managed Accounts Representative

Contact John Berkery

Danielle Shrm-Scp

Executive Director, Head of Human Resources

Contact Danielle Shrm-Scp

Kevin Beard

Chief Growth Officer and Founding Partner, Atria Wealth Solutions

Contact Kevin Beard

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Mary Stevens'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
California,United States
Company
Atria Wealth Solutions
Mary Stevens'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 Mary Stevens
Mary Stevens currently works for Atria Wealth Solutions.
Mary Stevens's role at Atria Wealth Solutions is Manager of New Accounts and Account Transfers.
Mary Stevens's email address is ***@atriawealth.com. To view Mary Stevens's full email address, please signup to ConnectPlex.
Mary Stevens works in the Financial Services industry.
Mary Stevens's colleagues at Atria Wealth Solutions are Ronald Day, John Picone, John Whitworth, Julie Crooks, John Berkery, Danielle Shrm-Scp, Kevin Beard and others.
Mary Stevens's phone number is 888-566-1482
See more information about Mary Stevens