Advisers on the Move

Indie managing $245 million switches to Raymond James from Ameriprise

Hendel Wealth Management Group and its three-adviser team are based in Smithtown, N.Y.

Oct 11, 2019 @ 11:50 am

By InvestmentNews

Jeffrey Hendel, whose Hendel Wealth Management Group manages $245 million, has switched the affiliation of his business to Raymond James from Ameriprise Financial.

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

Mr. Hendel is joined in the move by advisers Morgan Weil, Rinaldo Crassa and Peter Halliwell, as well as the group's four-person service and administrative team.

[Recommended video: Advisers should discuss ESG with wealthy clients before someone else does]

Hendel Wealth management is based in the Long Island suburb of Smithtown, N.Y.

Mr. Hendel had been associated with Ameriprise and a predecessor since 1997.

Register todayfor our Future of Financial Advice event on Nov. 20.

0
Comments

What do you think?

View comments

Recommended next

X

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 investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

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

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print