Join or Login for Access

SL advisors Listing
Financial Advisor

$75MM AUM | $450,000 GDC in Port Jefferson, NY

Member Level
Basic
Last Activity
within 3 months

Business Mix:

70% Comm
30% Fee

General

Location
Port Jefferson , NY, US
12 Month Gross Revenue
$450,000
Number of Accounts
120
Avg Client Age
60

Overview

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.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging