A pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time in a year to launch their own practice under Parsippany, N.J.-based RIA Summit Financial.
The new practice, dubbed Advocus Private Wealth, is led by Steve C. Vujevich and Matthew P. Anderson, ex-Merrill Lynch brokers who have left Chicago-based firm Keebeck Wealth Management, a $1.6 billion-asset firm aligned with RIA service provider Dynasty Financial Partners.
A five-person team has left Wells Fargo Advisors to launch their own independent practice with Summit Financial, a Parsippany, N.J.–based...
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We’re pleased to welcome Great Lakes Private Wealth to the Summit Financial family! Based in Farmington Hills, MI, and led...
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Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast. Stan shared the uniqueness...
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