Tag: Cadaret Grant
Commonwealth Adds Former Cadaret Grant Team to Platform
Commonwealth Financial Network, the nation’s largest private registered investment adviser and independent broker-dealer, has added Michael Roberts Associates Inc. to its network of independent...
Atria Wealth Solutions to Acquire NEXT Financial
Atria Wealth Solutions Inc., a wealth management holding company with subsidiaries that serve independent financial advisors and financial institutions, has agreed to acquire NEXT...
LPL Recruits Former Cadaret Grant Team
LPL Financial LLC, a nation’s largest independent broker-dealer, has added Mayco Financial Services to its broker-dealer and corporate registered investment advisor platforms. Mayco, which...
LPL Adds Former Cetera Hybrid to Platform
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Brennan Asset Management Group to its broker-dealer and corporate registered investment advisor platforms.
Brennan Asset...
LPL Recruits $500 Million Team Formerly with Cadaret Grant
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Beltz Ianni & Associates LLC to its broker-dealer and corporate registered investment advisor platforms....
Securities America Recruits Advisory Duo From Cadaret Grant
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added JSD Associates to its platform. JSD Associates, which...
Atria Wealth Solutions Acquires Cadaret Grant
Atria Wealth Solutions, a wealth management holding company, has closed the acquisition of Cadaret, Grant & Co. Inc. The terms were not disclosed.
Founded in...
