Overview

Dynamic team-oriented practice based in New York.

We are growing fee based hybrid firm focused on financial planning.

Our practice consists of: two administrative assistants, CFP director of financial planning, one advisor, and three partners.

We plan to launch an office in South Florida within 2018.

We are actively seeking to be a successor, merger, or for individuals looking to achieve scale by joining on our platform.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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Clearing Firm / Custodian

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