Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Sewickley, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$225,000.00
# of Accounts
182
Avg Client Age
55
Overview

In June of 2015 I transitioned from Morgan Stanley to the independent side. 70% of my business is advisory, non-discretionary. I am looking to acquire assets to grow my practice.

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