Overview

Interested in exploring opportunities to provide succession solutions to transitioning advisers. We have offices in NYC as well as NJ and are looking at opportunities in NY, NJ, and Philadelphia.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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