$75MM AUM | $450,000 GDC in Port Jefferson, NY
Member is Interested In:
Looking to grow firm. Our current AUM is 85 million with a team of three advisors. Very interested in purchasing or merging with firms in Suffolk County NY and keeping LPL Financial as broker/dealer. We currently hold two offices, one in Port Jefferson, NY and one in Bayport, NY. Our team has over 30yrs experience in financial planning.