CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

$1.8 Billion Credit Union Joins Financial Institution Focused
Wealth Management Firm

San Diego, CA and Pittsburgh, PA — June 6, 2023 — CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 20 financial centers throughout Southwestern Pennsylvania. Clearview joins CFS from LPL Financial.

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June 6, 2023

Atria Wealth Solutions, Inc. (“Atria”) is not a registered investment adviser (“RIA”) or broker-dealer and does not provide investment advice. Investment products, services, and advice are only provided through Atria broker-dealer and RIA subsidiaries.

Cadaret, Grant & Co., Inc. (“Cadaret Grant”), CUSO Financial Services, LP (“CFS”), Grove Point Investments, LLC (“Grove Point”), NEXT Financial Group, Inc. (“NEXT”), SCF Securities, Inc. (“SCF”), Sorrento Pacific Financial, LLC (“SPF”), and Western International Securities, Inc. (“WIS”) are each registered broker-dealers (Members FINRA/SIPC). Cadaret Grant; CFS; Grove Point Advisors, LLC; NEXT; SCF Investment Advisors, Inc.; SPF; and WIS are each SEC registered investment advisers.

Cadaret Grant; CFS; Grove Point; Grove Point Financial, LLC; NEXT; SCF; SCF Investment Advisors, Inc.; SPF; and WIS are indirect wholly owned subsidiaries of Atria.

$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm

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$1.8 Billion Credit Union Joins Financial Institution Focused
Wealth Management Firm