Overview

Independent advisor managing 275M book
Offices in Manhasset and Astoria

Looking to purchase books of business or bring on new advisors

Complete office staff with 6 financial advisors, secretary and office manager

Newly renovated and modern office with extra space for advisors that would like to remain onboard

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months
Listing Age
1,167 days old

Business Data

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