A year after they broke away from Merrill Lynch, Ohio advisors Steve Vujevich and Matt Anderson are starting anew.
The Columbus-based duo has set up a new solo practice, Advocus Private Wealth, which is minority-backed by Summit Growth Partners, a serial minority investor in RIAs.
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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