Wells Fargo duo managing $580 million joins LPL
Steven Carlsen and Sathya Chey are forming a firm, Arise Private Wealth, in Rolling Hills Estates, California.
Steven Carlsen and Sathya Chey, who managed $580 million at Wells Fargo Advisors, have formed a firm, Arise Private Wealth, and affiliated with LPL Financial Services.
The advisers, who were joined in the move by three administrative associates, are using LPL’s service for breakaway brokers. Th
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