I am a growing sole proprietor with 35 years experience seeking additional assets to manage from
an outgoing IAR or RIA in the industry with 5-15 million of AUM all individually managed. I am seeking those
assets that are primarily based in New York and New Jersey. I do not utilize variable annuities at all.
I am open to both qualified and non qualified assets on a fee only basis but will also manage assets
for performance fee if the investor is accredited. Over 35 years I have never had any regulatory issues.