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$2B AUM Cedar Brook Group Leaves Advisor Group for Atria The move is the largest so far for the five-year-old Atria Wealth Solutions, a network of advisory firms backed by Lee Equity Partners. Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions, has recruited $2 billion AUM advisory team Cedar Brook Group. Cedar Brook Group was previously an office of supervisory jurisdiction for independent broker/dealer Securities America, a subsidiary of Advisor Group. The 16-year-old OSJ carries $2 billion in assets under management and brings 49 people to Cadaret Grant. Twenty are licensed financial professionals. Cedar Brook is headed by CEO and founder William Glubiak and located in Cleveland and Strongsville, Ohio and West Bloomfield, Mich.

United statesKevin beardWilliam glubiakFinancial groupAdvisor groupInternational securitiesCedar brook groupAtria wealth solutionsFinancial servicesCadaret grantSecurities americaWest bloomfieldLee equity partnersWestern international securitiesSorrento pacific financialஒன்றுபட்டது மாநிலங்களில்