Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Rochester, NY, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$55,000.00
# of Accounts
55
Avg Client Age
40
Overview

I run the operations and investments of a $200 Million+ RIA that I helped establish from day 1. I am also a wealth manager with approximately $50 Million in my firms AUM including 401k plans that I solely oversee. Ideally I'm looking to start up my own firm through acquisition or join a firm looking to the future with internal succession. I am a portfolio manager and run discretionary models comprised of ETF’s, mutual funds and individual equities/bonds. I hold the CIMA and CFS designations and am working on completing my CFP. I am also licensed to sell Insurances, LTC, DI, and Medicare policies. I would be open to discussions regarding an independent advisor forming a succession plan with me where I would join that firm to do so.

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