Atria Wealth Solutions’ broker-dealer subsidiaries are the latest group of financial professionals to get access to compliant business text solutions, the firm announced on Thursday. Integrated into the firm’s advisor dashboard, business texting is available to more than 1,300 advisors at CUSO Financial Services, LP, Sorrento Pacific Financial and Cadaret Grant & Co., with the remaining 700 or so advisors at other subsidiaries expected to receive the service by year-end.
Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.
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Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.
Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.
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