Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
New York, NY, US
Profile Type
Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$26,000.00
# of Accounts
25
Avg Client Age
55
Overview

I work for a large Investment Bank/Brokerage firm and cover several branches in New York, NY. I have worked in Wealth Management since I graduated from college. I have worked for 5 years total, 3 as an analyst at a boutique firm, and 2 building my book at my current firm. I manage nearly $15 million of retail clients which I have built on my own, and my clients encompass mostly Traders, PM's, and Doctors.

I am relocating to the Boston, where I am originally from, and I am interested in speaking with RIA's, Family Offices, and teams looking for a motivated, analytical advisor who is passionate about wealth management and planning.

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