New York City-based Atria Wealth Solutions to buy Syracuse’s Cadaret, Grant & Co.
April 23, 2018
Syracuse, N.Y. — Atria Wealth Solutions, a New York City-based wealth management solutions company, has agreed to acquire Syracuse-based independent broker-dealer Cadaret, Grant & Co.
Cadaret, Grant is one of the largest privately owned independent broker-dealers in the county, servicing approximately 900 financial advisers and with more than $23 billion in assets under administration. A broker-dealer is a brokerage firm that buys and sells securities on its own account as a principal before selling the securities to customers.