Advisers on the Move

Six advisers managing $200 million switch from Cambridge to a Securities America OSJ

Meloria Wealth and Allied Financial link with Evolution Financial Advisors

Apr 24, 2019 @ 1:06 pm

By InvestmentNews

Meliora Wealth Management and Allied Financial Partners, which manage $200 million in Rochester, N.Y., have switched affiliation from Cambridge Investment Research to Securities America. Meliroa's and Allied's six advisers will be supervised by Evolution Financial Advisors, a Victor, N.Y.-based Super-OSJ whose affiliated advisers manage $2.6 billion in assets.

(More: See more adviser moves in InvestmentNews' Adviser on the Move database.)

David Quick, president of Meliora, served as office of supervisory jurisdiction for Allied Financial Partners before joining EFA.

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