Listing in Burnt Hills, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Burnt Hills, NY, US
Listing Type
Join A Practice
Fee 0% Commission 100%
Avg Client Age
50
Overview

I am currently looking to join an advisory practice with an eye towards succession at some point in the future. I have extensive experience managing portfolios and dealing with clients from a support role. Former employer had $450M AUM and 700 advisory accounts that I handled. I currently am fully licensed (Series 7, 66, NY Life Accident Health) and I am a CFA charterholder with plans on obtaining my CFP in the near future.

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