Overview

We are a majority fee-based firm in metro-west clearing through an independent broker-dealer. We have a strong marketing department that has allowed us to expand substantially over the last decade across New England and are exploring forming an RIA within the next 18 months.

We are hoping to speak with advisors in New England who may be on the same track and interested in merging.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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