Six advisers managing $200 million switch from Cambridge to a Securities America OSJ
Meloria Wealth and Allied Financial link with Evolution Financial Advisors.
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.
Learn more about reprints and licensing for this article.