Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
644 days old
General
Location
Naples, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$205,000,000.00
Gross Revenue
$1,750,000.00
# of Accounts
1,200
Avg Client Age
65
Overview

I have recently relocated and established my office in Naples Florida. I now maintain my office in White Plains, NY, and have the Naples office up and running. Naples will now be the place where I am spending the majority of my time, and developing the practice. I am seeking to grow by attracting advisors to my practice for the Naples, FL location by merger, or by acquisition.
Please contact me if you wish to join a team with full infrastructure - plug and play capability so all you have to focus on is serving your clients, and acquiring more. For more specific information, contact me for affiliation options.

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