Overview

I am the owner of a new startup RIA, seeking to acquire an existing RIA or join as a successor to eventually take over pursuant to 2 year to 3 year succession plan.

I have been client-service focused, practicing Trusts & Estates and Business Law Attorney for over 18 years and own my RIA.

Series 65, Health & Life Insurance Licenses completed.
CFP to be take in March 2017.
Existing Law licenses in NJ, NY, PA and DC.

Last Activity
within 6 months

Business Data

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