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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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Cedar Brook Group chooses Atria Wealth Solutions' Cadaret Grant

Cedar Brook Group chooses Atria Wealth Solutions' Cadaret Grant
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