Overview

I am an independent advisor who resides in New York City and run a hybrid practice. I am looking to purchase a practice in the NY/NJ area. Most of my clients are from NY and N.J. Will consider purchasing a transactional business that can be converted to fee based. I had a partner and we managed 88 million dollars in AUM. I have 23 years experience as a Financial Advisor and hold a series 7,63,65 NY/NJ Life,Health & Accident Insurance license.

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