$42MM AUM | $300,000 GDC in
Mount Laurel Township, NJ
I have been licensed since 2010 and been with Merrill Lynch since 2014. I manage a book that is worth 80 million, although post split it is 42 million because of the arrangement I made with my team as a trainee. I am interested in joining an existing independent practice as well as purchasing a 10-30 million book of business after going independent.