Overview

Purchased AUM firm recently after helping grow assets from <7mill in 2017. I own LLC acting as IAR plugged into large SE RIA. Moreover, I manage all portfolios on macro/micro basis as analyst /wealth advisor(CFA, CAIA, CMT, CPWA, CFP, ChFC, CFS, CLU) utilizing individual securities/etfs for various allocations combining tactical/passive strategies based on specific risk appetites/tax situations of clientele. In addition to this, actively growing asset base as well mostly via referrals from large FL Corp, online marketing. Finally, looking to merge/ help be successor for another fee only AUM RIA to meld with current RIA via TDA/Schwab platform to facilitate segue for selling Advisor. Open to potential fruitful conversations to ascertain WIN/WIN results......" A shot on ___ bad idea"

Be Great!


Last Activity
6 months or more

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