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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

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