Atria Adds $1.1B Advisor Team in New York

Financial Advisor IQ | Alex Padalka

June 2, 2023

Atria Wealth Solutions subsidiary Cadaret Grant announced that it has picked up a team of financial advisors from Flagstar Bank, formerly Signature Bank.

Edwin MilnerLaura Palacios and Jason Kurz are joining Cadaret Grant’s largest branch, Jericho, New York–based American Investment Planners, as an independent wealth management team, according to an Atria press release.

Milner joined the financial services industry in 1996 and Palacios in 2000, according to BrokerCheck. Kurz has been in the industry since 2005, according to his record. All three came to Flagstar Advisors in 2007, according to BrokerCheck.

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