Atria, a wealth-management solutions holding company headquartered in New York, acquired Cadaret, Grant in 2018. Headquartered in Syracuse, N.Y., Cadaret, Grant was founded in 1985 and supports over 900 financial advisors in branch offices nationwide.
Petersen Advisors, A $600M OSJ, Affiliates With Cadaret Grant
June 27, 2019
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