Subscribe

Billion-dollar Merrill rep goes indie with LPL

Merrill LPL

Alexander Guiliano is launching Resonate Wealth in Ridgewood, New Jersey, along with two staffers.

Alexander Guiliano, who managed $1 billion at Merrill Lynch in Paramus, New Jersey, has launched Resonate Wealth Partners and affiliated with LPL Financial through its service for breakaway brokers, Strategic Wealth Services.

Client relations associates Debbie Appaluccio and Renee Purita are making the move along with Guiliano.

Guiliano had been affiliated with Merrill since 2011, according to his BrokerCheck report.

Guiliano said in a statement that he did two years of research and due diligence before making his move. “I wanted the freedom and flexibility to set up the client experience the way I wanted and build the business on my own terms with the right partners,” he said.

[More: LPL offers advisers access to broker-savvy bookkeepers]

‘IN the Office’ with Jon Foster, CEO of Angeles Wealth Management

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print