Overview

Seeking to merge before completely selling book of business. Seeking to identify a successor in the next three years.

The ideal candidate has a minimum of 10 years of experience, currently in an RIA and affiliated with Schwab. The ideal candidate must be familiar with portfolio management. Seeking candidates with an established book of business in the New England area (Massachusetts, Maine, New Hampshire, Vermont).

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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