Advisers on the Move

Long Island hybrid managing $160 million switches to LPL

Blue Line Wealth Management of Brentwood, N.Y., specializes in serving police officers

Aug 15, 2019 @ 2:27 pm

By InvestmentNews

Blue Line Wealth Management, a Brentwood, N.Y.-based hybrid managing $160 million in assets, has switched broker-dealer and advisory affiliations, joining LPL Financial and leaving PlanMember Securities Corporation.

[More:See more adviser moves in InvestmentNews' Advisers on the Move database.]

The firm, headed by Scott Frayler, president of Blue Line Wealth Management, specializes in providing financial advice to police officers.

"I come from a long line of police officers, including my grandfather, dad and brother. I understand the sacrifices they make to serve our community, and I believe that commitment to service goes both ways," said Mr. Frayler, whose firm offers service with no client minimum.

[Recommended video:What's the No. 1 challenge advisers face over the next five years?]


What do you think?

View comments

Recommended next


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print