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William Morrissey
Managing Director And Head Of The Independent Channel at Atria Wealth Solutions
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Work Experience
Managing Director And Head Of The Independent Channel
Nov 2022 - Present · 2 years and 1 months
Head Of Wealth Management
2019 - 2021 · 2 years
Managing Director & Divisional President, Business Development
2016 - 2018 · 2 years
Company Details
201-500 Employees
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.
Year Founded
2017
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
295 Madison Avenue Suite 1407 New York , New York 10017, US
Keywords
Independent Broker/DealerIndependent AdvisorsFinancial ServicesFinancial PlanningWealth Management Firm Growth ConsultantsHolistic Integrated Wealth Management SolutionsPractice Management ResourcesFinancial Advisor SupportInvestment AdvisoryCorporate RIA
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