Overview

We are working for Morgan Stanley, in the private wealth management field. My team's name is the Pathak Group. We are interested in acquiring the business of people who are about to retire.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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