A Rochester, N.Y.-based producer group with greater than $200 million in consumer property has joined Securities America, Ladenburg Thalmann Monetary Providers’ largest unbiased dealer/vendor subsidiary, the agency introduced at the moment. The group, which incorporates Meliora Wealth Administration and Allied Monetary Companions, strikes over from Cambridge Funding Analysis.
The corporations have six advisors providing a variety of companies, together with funding administration and retirement planning. David Fast, president of Meliora Wealth Administration, mentioned the group was interested in SAI because of the pronounced progress of corporations on the platform, Ladenburg's assets and SAI's tech platform.
Information of the brand new affiliation follows the addition of St. Louis-based Syntegra Personal Wealth Group by Securities America in late March. Syntegra, which joined the IBD from Ameriprise Monetary, included six hybrid traders managing $459 million in consumer property.
Meliora Wealth Administration and Allied Monetary Companions will be a part of Evolution Monetary Advisors, a brilliant workplace of supervisory jurisdiction (OSJ), with consumer property totaling greater than $2.6 billion. EFA grew to become a super-OSJ after being acquired by Securities America in September 2016.
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