Network origin in Patricia Solfaro first degree
Entity | Entity type | Industry | |
---|---|---|---|
Sorrento Pacific Financial LLC
Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Cadaret, Grant & Co., Inc.
Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patricia Solfaro via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
New York University | College/University | Masters Business Admin | |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal | |
State University of New York at Albany | College/University | Undergraduate Degree | |
Ceres Tactical Systematic LP
Ceres Tactical Systematic LP Investment Banks/BrokersFinance Tactical Diversified Futures Fund LP engages in the speculative trading of commodities. The company was founded on December 3, 2002 and is headquartered in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. Investment ManagersFinance Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY. | Investment Managers | Founder | |
Financial Services Institute, Inc. | Director/Board Member | ||
CUSO Financial Services LP
CUSO Financial Services LP Investment ManagersFinance CUSO Financial Services LP (CFS) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Valorie A. Seyfert and Amelia H. Beattie in 1996. They are a wholly-owned subsidiary of Aws 3, Inc., which is owned by Atria Wealth Solutions, Inc. CFS, through its Investment Advisor Representatives (IARs), offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, and corporations and other business entities. | Investment Managers | Chief Executive Officer | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
University of San Diego | College/University | Graduate Degree |
Statistics
International
United States | 11 |
Sectoral
Finance | 6 |
Consumer Services | 5 |
Operational
Director/Board Member | 4 |
Chief Executive Officer | 4 |
Founder | 3 |
President | 3 |
Undergraduate Degree | 2 |
Most connected contacts
Insiders | |
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Douglas Ketterer | 8 |
Valorie Seyfert | 4 |
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