Tanner DeFreitas

Portfolio Trading Specialist at Adhesion Wealth Advisor Solutions, Inc. - Charlotte, NC, US

Tanner DeFreitas's Colleagues at Adhesion Wealth Advisor Solutions, Inc.

Natmarie Guardiola

Associate System Engineer

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Meghan Sanoff

Client Support Specialist

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Henry Walsh

Specialist, Investment Manager Support

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Michelle Wisniewski

Senior Training Analyst

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Andrew Gradus

Sr. Director of Consulting

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Blair Acosta

Portfolio Operations Specialist

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Paul Dolcimascolo

Portfolio Operations Specialist

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Tanner DeFreitas's Contact Details

Email (Verified)
***@adhesionwealth.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
888-295-8351

Location
Charlotte, North Carolina, United States

Company
Adhesion Wealth Advisor Solutions, Inc.

Tanner DeFreitas's Company Details

Adhesion Wealth Advisor Solutions, Inc.

Charlotte, NC, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Originally founded in 1999, Adhesion Wealth has been a pioneer and industry leader in the creation of integrated, single-source managed account solutions, customized to meet your business needs with outsourced back- and middle-office operations support. Our highly intuitive tools help advisors easily provide SMA and UMA portfolios, bringing increased scale and flexible wealth management solutions to the forefront of your practice to help you provide better outcomes.Headquartered in Charlotte, NC, Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. with over $8 billion in UMA assets under management. Our sole focus is enabling wealth advisory firms to scalably grow and maintain focus on client satisfaction.Adhesion Wealth Advisor Solutions, Inc. ("Adhesion Wealth") is an investment adviser registered with the U.S. Securities and Exchange Commission.

Outsourcing for RIAs Performance Reporting Unified Managed Accounts Managed Investing Overlay Portfolio Management Web-Based Dashboard Portfolio Accounting Investment Reporting B2B Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management

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Frequently Asked Questions about Tanner DeFreitas

Tanner DeFreitas currently works for Adhesion Wealth Advisor Solutions, Inc..

Tanner DeFreitas's role at Adhesion Wealth Advisor Solutions, Inc. is Portfolio Trading Specialist.

Tanner DeFreitas's email address is ***@adhesionwealth.com. To view Tanner DeFreitas's full email address, please signup to ConnectPlex.

Tanner DeFreitas works in the Investment Bank/Securities Brokerage industry.

Tanner DeFreitas's colleagues at Adhesion Wealth Advisor Solutions, Inc. are Natmarie Guardiola, Meghan Sanoff, Henry Walsh, Michelle Wisniewski, Andrew Gradus, Blair Acosta, Paul Dolcimascolo and others.

Tanner DeFreitas's phone number is 888-295-8351