Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited Ohio-based Cedar Brook Group, an office of supervisory jurisdiction with 20 licensed financial professionals and $2 billion in assets under administration.
William Glubiak launched Cedar Brook Group in 2005 and serves as the firm’s chief executive officer and founding principal. Prior to his move, Glubiak was affiliated with Securities America, part of the Advisor Group network.
“Our decision to join the Atria family is anchored by our persistent eye on the future, a desire to embrace the most technology-forward ecosystem available in our industry and gaining an alignment with people where we can have those ‘lean-in’ conversations of shared experience and mutual respect,” said Glubiak.
Atria’s six broker-dealer subsidiaries include CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant & Co., NEXT Financial Group, Western International Securities, and SCF Securities. Atria’s subsidiaries together support roughly 2,500 financial professionals and 200 financial institutions with more than $95 billion of assets under administration.
Cadaret Grant, an independent wealth management firm headquartered in Syracuse, New York, supports approximately 700 financial professionals in more than 400 branch offices nationwide.