David Raine
Investment adviser representative at Adhesion Wealth Advisor Solutions
10 yearsExperience
1 stateRegistered in
$11BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Adhesion Wealth Advisor SolutionsOct 2022 to now
- SelfApr 2022 to Oct 2022
- Wealthforge SecuritiesJul 2021 to Apr 2022
- SelfJan 2020 to Jul 2021
- Osaic Wealth IncFeb 2019 to Dec 2019
- Voya Financial Advisors, Inc.Mar 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MA).
Adhesion Wealth Advisor Solutions
Legal name: Atria Investments, Inc.
$11BAssets managed
113Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4165891
- Firm CRD
- 143593