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Financial Advisor   

$500MM AUM | $5MM GDC in Albany, NY

Member Level
Premier
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Albany , NY, US
12 Month Gross Revenue
$5,000,000
Number of Accounts
4,200
Avg Client Age
50

Overview

as a hybrid wealth management firm with 20 advisors and 10 support staff we are actively persuing the purchase/merger of other advisors and acting as their succession plan , whether today tomorrow or in the future

 
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