Overview

I am currently looking to acquire a book of business. I have over 15 years of experience in wealth management and, after living in New York City for the past 13 years, I have decided to relocate my family back to Buffalo(February '19). Currently, I am an investment advisor with a large bank and have been there for over two years.

For the greater part of my career, I have been wholesaling various wealth management products to investment advisors at banks, wirehouses, and independent broker dealers. Those products include(in no particular order): exchange traded funds, closed end funds, mutual funds, co-mingled mutual funds, separately managed accounts and unit investment trusts. Throughout my career in financial services, I have built long-lasting relationships by representing myself with the highest integrity.

I look forward to hearing from you to discuss any partnerships, buyout or succession deal that is fair and appropriate.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,226 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...