Overview

I am an advisor in my 40s with an Ivy League Diploma that holds a Certified Portfolio Manager designation from Columbia and am a CDFA. I am looking to merge my practice with an advisor that may want to start looking at retirement. I have high rise office space in the Tech Center with space available.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,199 days old

Business Data

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Clearing Firm / Custodian

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