Suresh Joseph

Executive Director, Head Of Application Development at Atria Wealth Solutions - New York, NY, US

Suresh Joseph's Colleagues at Atria Wealth Solutions
Rosalind Realer

Learning And Development Specialist

Contact Rosalind Realer

Drew CFP(r)

Executive Director, Head of Advisory Consulting Group

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Eugene Jr.

Chief Operating Officer and Founding Partner, Atria Wealth Solutions

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Douglas Ketterer

Chief Executive Officer and Founding Partner, Atria Wealth Solutions

Contact Douglas Ketterer

Sandy Pappalardo

VP Advisory Platform Initiatives

Contact Sandy Pappalardo

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Suresh Joseph's Contact Details
HQ
888-566-1482
Location
New York City Metropolitan Area
Company
Atria Wealth Solutions
Suresh Joseph'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 Suresh Joseph
Suresh Joseph currently works for Atria Wealth Solutions.
Suresh Joseph's role at Atria Wealth Solutions is Executive Director, Head Of Application Development.
Suresh Joseph's email address is ***@atriawealth.com. To view Suresh Joseph's full email address, please signup to ConnectPlex.
Suresh Joseph works in the Financial Services industry.
Suresh Joseph's colleagues at Atria Wealth Solutions are Padmapriya Vangeepuram, Rosalind Realer, Drew CFP(r), Rob Guldner, Eugene Jr., Douglas Ketterer, Sandy Pappalardo and others.
Suresh Joseph's phone number is 888-566-1482
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