Overview

Producer group of Advisors with three offices (Holbrook and Smithtown NY and Jupiter FL) over $300 million in advisory assets and approximately $500 in total assets under advisement.
We would like to bring in an advisor with 10 to 30 million in assets who would like to merge and integrate into our existing group affiliated with a common B/D and RIA.
Maintain ownership in your existing business or transition a sale to one of our existing Advisors with the potential to gain ownership in our growth together.
The advisor we are looking for is entrepreneurial, and team oriented with leadership skills
We look forward to speaking with you soon.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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