Overview

Looking to join as a successor and buy out a fee based practice. I have 25 years capital markets experience and I'm focused on applying that skill set towards wealth management. I have excessive knowledge in stocks, ETFs, Mutual funds and options having been a trader on wall street and before building an asset management company from zero to over $300mm AUM. Focused expertise on business development. I'm looking to jump start into wealth management by buying and/or teaming up with an established practice looking for a successor. I would ultimately like to buy this practice from someone that would include a transition over time so that I could understand and continue the success you have created giving you the piece of mind in retirment knowing you and your clients are in great hands. I have been in leadership roles and am comfortable taking the lead with staff and other advisors but I’m also humble enough to learn from success. I look forward to talking with you.

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

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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