Overview

I am a 20-year buy-side equity research analyst and portfolio manager looking to establish an RIA and/or potentially partnering/purchasing an existing small RIA firm in Fairfield County, CT to build scale in the business. My objective is to primarily focus on fee-only (% of AUM) investment advisory (stocks, ETFs, and mutual funds), and any financial planning services would be mainly ancillary to the investment advisory services as needed.

I am always happy to meet in person with anyone interested in exploring such opportunities further.

Market
RIA
Member Level
Premier
Last Activity
today
Listing Age
1,181 days old

Business Data

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