Atria Wealth Solutions

Atria Wealth Solutions

Financial Services, 295 Madison Ave, New York, 10017, United States, 201-500 Employees

atriawealth.com

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phone no Phone Number: 64********

Who is ATRIA WEALTH SOLUTIONS

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, fin...

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  • 295 Madison Ave, New York , New York, 10017, United States Headquarters: 295 Madison Ave, New York , New York, 10017, United States
  • 2017 Date Founded: 2017
  • 201-500 Employees: 201-500
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211

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Atria Wealth Solutions Org Chart and Mapping

Employees

Leon Johnson

Chief Information Security Officer, Executive Director

William Morrissey

Managing Director and Head of the Independent Channel

Andy Szymanowski

Executive Director, Head of IT Infrastructure

Brian Dixon

QA Tester/Data Analyst

Jacinta Lazcano

Vice President | Operations Support Services

David Harrison

Head of Traditional Investments

Ramonette Belen

Vice President, Commissions

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Frequently Asked Questions Regarding Atria Wealth Solutions

Answer: Atria Wealth Solutions's headquarters are located at 295 Madison Ave, New York, 10017, United States

Answer: Atria Wealth Solutions's phone number is 64********

Answer: Atria Wealth Solutions's official website is https://atriawealth.com

Answer: Atria Wealth Solutions's revenue is $25 Million to $50 Million

Answer: Atria Wealth Solutions's SIC: 6211

Answer: Atria Wealth Solutions has 201-500 employees

Answer: Atria Wealth Solutions is in Financial Services

Answer: Atria Wealth Solutions contact info: Phone number: 64******** Website: https://atriawealth.com

Answer: 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, Atrias 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. Atrias 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. Atrias subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

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