Overview

I'm a SEC RIA in Rochester, NY and I'm looking to build a relationship with an advisor or a team that is looking to slow down or retire. I have 17 years financial experience in investments, bonds management, taxes and charitable trusts.

Bachelors and Masters degree in Finance. Series 7 and 66. Life license. Retirement Planning Specialist Certification.

I'm open to having multiple offices in different cities or States. Please reach out.

Market
RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...