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Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
Yes
I’m representing a Wealth Advisor currently exploring opportunities to join an RIA and move away from the private banking model.
  • Currently advising on 150M AUM with 30 households
  • 50M to 100M among 5 -10 households should be portable in year one
  • 12-month non-solicit
  • Exploring opportunities in either NYC, Philadelphia, or West Palm Beach
  • Most clients have been self-sourced through his COI network since the start of Covid

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