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Financial Advisor   

$1,000MM AUM | $7.8MM GDC in Tarrytown, NY

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Tarrytown, NY, US
12 Month Gross Revenue
$7,800,000
Number of Accounts
1,800
Avg Client Age
63

Overview

We are an investment management and wealth advisory firm looking for like-minded professionals to build a fiduciary-driven, technology bent, growth enterprise. We are not a roll-up/aggregator, but a team of highly motivated and experienced financial and business professionals committed to institutionalizing the firm's deep investment research capabilities and wealth management experience.

If you would like to learn more about us, visit our website (___). We have research and advisory centers in New York City, Tarrytown, NY, Washington, DC, and advisory offices in McLean, VA and Boston, MA.

 
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