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Financial Advisor   

$51MM AUM | $500,000 GDC in Albany, NY

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Last Activity
this week

Business Mix:

10% Comm
90% Fee


Albany, NY, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


36 yr old Independent Registered Investment Advisor with 9 years of experience in growing a successful client centric financial practice focused on holistic planning around individual client needs.

I am currently looking to purchase a practice and merge it with my organization. Along with fantastic support staff and utilizing technology, systems and processes, we have been able to create capacity to efficiently grow through acquisition.

I believe financial planning is an ongoing process. Clients needs and goals change and so does the world around us. A financial plan needs to evolve. That’s why it’s critical to establish a relationship between client & planner that is akin to a close friendship.

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