Overview

Looking to build my business by finding someone who is looking for a succession partner to their business. Open to NY metro area firms as well as Florida. My background is in financial planning and fee based money management. Not interested in insurance or other large brokerage/wirehouse type operations.
We have a HNW clientele who want very personal service.


Last Activity
6 months or more

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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Resources
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