$200MM AUM | $2.4MM GDC in Chestnut Ridge, NY

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Seller | Merge | Find Successor | Continuity | Join A Practice
Location
Chestnut Ridge, NY, US
Fee 0% Commission 100%
Gross Revenue
$2,400,000.00
# of Accounts
700
Avg Client Age
65
Overview

I am always looking for ways to work with other advisers and grow my business. We are a results-orientated investment firm supported by disciplined retirement planning and portfolio management strategies, based in Rockland County (20 miles North of Manhattan). As a retail-orientated, client facing firm I am keen to speak with fellow industry professionals who share the ideal goal of merging and discussing synergy with a fellow adviser in the Greater New York City area.

I am licensed financial advisor of 29 years, a regular FOX Business contributor, Hudson Valley WHUD radio host, author of seven books and Rockland County community leader.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...