Building a NY based platform for independent advisors

No replies
NYbasedRIA's picture
Joined: 2013-09-11

I am a partner at a NY based family office and wealth management firm that provides end-to-end financial planning, oversight, and investment management services to the UHNW community.  We are interested in building out a platform for advisors who are interested in becoming independant.  I believe that we can offer a very attractive value proposition for advisors in addition to offering access to our financial planning services.


If you are interested please contact me privately through PM.

Please or Register to post comments.

Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×