Market
RIA
Member Level
Chalice
Last Activity
6 months or more
Profile Age
239 days old
General
Location
Hauppauge, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$1,000,000,000.00
Gross Revenue
$17,000,000.00
# of Accounts
2,500
Avg Client Age
50
Overview

FULL SERVICE INDEPENDENT BROKER DEALER WITH RIA IN BUSINESS FOR 18 YEARS; FEE BASED, COMMISSION BASED, PRIVATE EQUITY, EXECUTIONAL TRADING SERVICES, FIXED INCOME TRADING/PROP TRADING DEPARTMENT, SYNDICATE, INSURANCE. HEADQUARTERS IS IN HAUPPAUGE, WITH OFFICES IN NYC, GEORGIA, AND FLORIDA. EXPERIENCED IN CLOSING TRANSACTIONS.

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