$100MM AUM | $1MM GDC in Melville, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Melville, NY, US
Listing Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
50
Overview

Financial Services veteran with 26 years of experience across mutual funds, ETFs, SMAs, and college savings plans. FINRA Series 7, 24, 50, 63 and a CFA Charter Holder I am experienced in investment management/asset allocation, P&L management, marketing, and distribution. I am leaving the corporate world and looking to join or buy an existing financial advisory practice. Mid six figures of available capital and potentially more for the right opportunity.

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