Overview

I am an RIA with Schwab that is very experienced in purchasing and transitioning small firms. I have offices in Venice Fl, San luis Obispo, Ca and Pittsburgh. Very experienced going back to 1990 with a wonderful staff. Very customer centric. I believe i offer a lot to both a sellers clients and the seller himself in more than fair terms typically. Employ an in house tax accountant and share space with a trust attorney. Have crafted an excellent bench of outside analysts whose research I trust and utilize for client portfolio management. Willing to provide proof of assets for purchase.


Last Activity
within 4 months
Listing Updated
May 9, 2024

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...