Overview

Current RIA open to a MERGER or SELL & STAY (part time) arrangement where I continue managing current book. Perfect for an out of state firm wishing to establish a physical presence in CT, or an in-state firm wishing to utilize our existing office. MY PRIMARY INTEREST IS SELLING TO A FEE ONLY RIA THAT UTILIZES FIDELITY'S WEALTHSCAPE PLATFORM TO CUSTODY CLIENT ACCOUNTS, others may not wish to pursue this opportunity further. Thanks for your interest!

Last Activity
2 weeks
Listing Age
301 days old

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