Market
RIA
Member Level
Premier
Last Activity
this month
Profile Age
61 days old
General
Location
Syosset, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$200,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
500
Avg Client Age
60
Overview

Interested in bringing on established brokers/advisors to join our independent team and/or someone that is looking for a successor to a book of business.

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