$46MM AUM | $454,000 GDC in Pittsburgh, PA
Member is Interested In:
I am a 90% fee RIA with Charles Schwab with some commission based business thru JW Cole. I have built my practice thru the purchase of smaller independent advisors so i come with a wealth of experience and knowledge about transitioning a practice. Dedicated to my clients and their welfare and have locations in my native Pittsburgh, Delray Beach, Florida and California.