$110MM AUM | $470,000 GDC in Northport, NY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Northport, NY, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$470,000.00
# of Accounts
200
Avg Client Age
63
Overview

Advisor seeks to merge with another firm so that the new firm can learn the way that advisor services clients. Advisor then plans to completely sell book of business after 1-2 years. Advisor seeks to identify a successor in the next 2 years.

The ideal candidate has at least 10 years of experience with a series 7, a series 65 if not a CFP, or a CFP. The ideal candidate is familiar with stocks, bonds, preferred annuities, life and disability insurance, long-term care, and knowledge of estate and tax planning. Advisor is interested in candidates with an established practice in Long Island, New York, New Jersey, or Connecticut. Advisor is interested in a candidate who is licensed in multiple states.

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