Tag: Cadaret Grant
Atria’s Cadaret Grant Recruits $2 Billion OSJ
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...
Atria Wealth Solutions Adds General Counsel to Executive Team
Atria Wealth Solutions, Inc. (Atria), a wealth management holding company, has hired Patricia Solfaro as general counsel.
In this executive management role, Solfaro will focus...
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...
