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Atria's WIS Opens Downtown San Jose Office

Atria's WIS Opens Downtown San Jose Office
apnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from apnews.com Daily Mail and Mail on Sunday newspapers.

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Cadaret Grant Adds $2B OSJ | ThinkAdvisor

Cadaret Grant Adds $2B OSJ | ThinkAdvisor
thinkadvisor.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thinkadvisor.com Daily Mail and Mail on Sunday newspapers.

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$2B AUM Cedar Brook Group Quits Advisor Group for Atria

$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. ....

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OSJ with $2 billion switches to Cadaret Grant from Securities America

OSJ with $2 billion switches to Cadaret Grant from Securities America
Cedar Brook Group, led by William Glubiak, is based in Cleveland and oversees 20 licensed professionals.
April 28, 2021
Cedar Brook Group, a Cleveland-based office of supervisory jurisdiction administering $2 billion in assets, has changed affiliation from Securities America to Cadaret Grant, a unit of Atria Wealth Solutions.
Cedar Brook is led by William Glubiak, who founded the firm in 2005. It supervises 20 licensed personnel.
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Atria Wealth Solutions Completes Acquisition of Independent Wealth Management Firm SCF Securities, Inc.

NEW YORK and FRESNO, Calif., April 8, 2021 /PRNewswire/
Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced today it has successfully closed the acquisition of SCF Securities, Inc. (SCF), an independent wealth management firm based in Fresno, CA. With this closing, Atria acquires 100% of SCF Securities, Inc., SCF Investment Advisors, Inc., and SCF Marketing, Inc. and now serves over 2,500 financial professionals with nearly $95 billion in assets under administration.
We are thrilled to welcome SCF into the Atria family. We share a collective vision for offering the best experience and exceptional service to financial professionals, making the combination a great fit for both firms, said Doug Ketterer, CEO and founding partner of Atria. Both companies believe in the criticality of the advisor-client relationship and making it easier for financial professionals to create deeper and more meaningful interactions ....

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