View All Candidates >

Financial Advisor

Preferred Location:
North-East,South-East,West
Open to Relocation:
Yes

A Financial Advisor at a wirehouse is seeking to transition his book of business to a fee-based RIA. Details below:

  • Current book: $125M AUM, 70% fee-based, 700k trailing 12, 40 households
  • Seeking an opportunity to become an immediate equity owner and an integral part of a succession plan of an independent boutique RIA
  • 50M AUM in the pipeline from a client selling a business within the next quarter
  • Currently in Manhattan, open to Northern New Jersey, Westchester, or Long Island, and potentially Southeast Florida or Southern California

For more information on this candidate please fill out the form below:

Upload a job description
Drop files here or
Accepted file types: doc, docx, pdf, Max. file size: 20 MB, Max. files: 3.
    Privacy Policy
    This field is for validation purposes and should be left unchanged.