Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Stamford, CT, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$180,000.00
# of Accounts
45
Avg Client Age
40
Overview

Advisor with 10+ years of experience in financial services, currently working toward CFP designation. My business model is centered around comprehensive fee-based financial planning, utilizing primarily mutual funds, stocks, and bonds. Currently building my own book, approximately $20MM right now, eagerly looking for opportunities to grow through succession or acquisition.

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