$60MM AUM | $400,000 GDC in Bayside, NY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Bayside, NY, US
Fee 0% Commission 100%
Gross Revenue
$400,000
# of Accounts
300
Avg Client Age
60
Overview

I am a CFP practitioner and a CPA with a my own broker/dealer, RIA business and large individual tax practice looking to buy AUM or bring on registered reps with a book of business.

Extended Profile Information

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