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Financial Advisor   

$900,000MM AUM | $6.5MM 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
$6,500,000
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.

We have offices in Tarrytown, NY, New York City, Virginia, and Washington DC. Visit us at: (___).

 
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