Overview

I have a small RIA based on the north shore of Boston. I have under $10M in assets under management (fee only). I am working on getting an insurance license so that I can offer insurance products. I also have up to 300 tax return clients (business, personal). I would consider getting rid of my tax clients if I have enough revenue from investment products. Before going out on my own, I have had 20 years of experience in bank trusts departments, large firms (U.S. Trust Co.). I have the following other credentials: CFA, CFP, AEP, MBA in finance from Boston University, FINRA series 65, and have passed 2/4 CPA exams. My interest in to either merge with another firm or buy preferably buy out another firm. If I cannot grow either organically or via buyout, I am open to re-joining a larger firm in a non-sales position (PM, etc.).


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