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Financial Advisor

$400MM AUM | $350MM GDC in Woodbury, NY

Member Level
Premier
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Woodbury, NY, US
12 Month Gross Revenue
$350,000,000
Number of Accounts
2,500
Avg Client Age
55

Overview

Long Island Broker/Dealer and Investment Advisory Firm looking to expand its business.

 

Looking for Office Space in Woodbury, NY

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