Matthew Calenza forms Boulevard Family Wealth RIA.
Claimants wanted $3 million for alleged fraud, churning and negligence in bond trades
Mr. Block last year pleaded not guilty to charges, including conspiracy and securities fraud, stemming from accounting at the REIT once controlled by Nicholas Schorsch.
Vice chairman and CIO of The Travelers succeeds Jack Brennan effective July 18
Advisory leaders believe "fulfillment" will take precedence over money management.
Assessment also evaluates growth and transferability potential.
Only one plan was assessed positively as both an investment and a savings vehicle.
The team of six advisers joins the firm's employee unit in Honolulu.
Three reps in Palm Beach Gardens, Fla., affiliate with independent unit.
Trio managing $270 million joins firm's employee channel.
