$105MM AUM | $400,000 GDC in Garden City, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Garden City , NY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$105,000,000.00
Gross Revenue
$400,000.00
# of Accounts
350
Avg Client Age
55
Overview

after being on the institutional side of the business for 10 years I changed careers and joined MS where I've been an advisor for 5 years. I am currently in hyper growth mode and aggressively looking for acquisitions. My book consists of managed money, AI, annuities, financial planning and estate planning. Additionally, some of my business is generated from transactional banking deals...capital raises, sales of companies and strategic buyouts.

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