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Wealth Advisor

Preferred Location:
East-Coast
Open to Relocation:
No
Portable Assets Under Management:
Yes

We are currently representing a Wealth Advisor managing 1.3B AUM who is exploring opportunities with entrepreneurial RIAs. Details below:

  • Personally sourced over 300M AUM, demonstrating a strong business development track record
  • Believes 15 self-sourced households representing $2.5M in revenue would be portable to the right Multi-Family Office
  • Plays an active role across client relationships, financial planning, and business development

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