Overview

A recently formed team of three Advisors looking to either purchase or become a successor to a book of business on Long Island, NY. We are a highly motivated, growth oriented, team that is building a holistic wealth management practice within a hybrid RIA model.

Market
Advisor/RIA
Member Level
Basic
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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