Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Syracuse , NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$40,000.00
# of Accounts
280
Avg Client Age
50
Overview

Mixed practice of mutual funds, variable annuities, and insurances

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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