$5MM AUM | $10,000 GDC in Pittsburgh, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
Gross Revenue
$10,000.00
# of Accounts
5
Avg Client Age
65
Overview

I have been n the industry for 25 yrs, principally in retail Mgt. I have unique experience in that I have worked in the large wirehouse channel at Sm Barney, a large independent RIA, and currently in the small BD/regional space. My goal is to use my experience to help an independent RIA looking for professional, capable succession.

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