Overview

Independent advisor managing 400M book of business.
Our offices are located in Manhasset, Astoria and Brooklyn.

Looking to purchase books of business or bring on new financial advisors

Complete office staff with 10 financial advisors and 4 office staff

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

Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Resources
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