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Financial Advisor

$90MM AUM | $600,000 GDC in New York, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$600,000
Number of Accounts
200
Avg Client Age
45

Overview

MY PARTNER AND I RUN A FEE BASED BUSINESS THAT WE HAVE BUILT SINCE 2011 & WE CURRENTLY WORK IN NYC AT UBS

 
Extended Profile Information

Peer to Peer
Finance
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Zero Transaction Fees
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