Overview

We are one of the largest independent RIA's on Long Island and we are focused on expanding and scaling our firm through mergers and acquisitions of other RIAs and to acquire the wirehouse practices of successful, motivated advisors. If you are looking to join an independent firm and interested in participating in the equity of a fast growing firm, please consider connecting with us.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...