Prime Capital Financial has expanded its presence in the Empire State by adding a veteran leader from Edelman Financial Engines to its network.
On Monday, the Overland Park, Kansas-based firm announced it had officially welcomed Stu Berrin as its first financial advisor in New York City.
Berrin is joining Prime Capital as its newest partner and managing director in the East Coast. He joins Prime Capital Financial following a 12-year tenure at Edelman Financial Engines, where he served as director of financial planning.
“Stu’s experience and commitment to his clients’ success make him an outstanding addition to the Prime Capital Financial team,” Glenn Spencer, chief executive officer at Prime Capital Financial, said in a statement. "His ability to simplify complex financial situations and foster confidence in achieving long-term goals aligns seamlessly with our client-centric philosophy.”
A financial planning veteran with more than 30 years of experience, Berrin's track record also includes stints at Sanders Morris Harris and Valic Financial, according to his BrokerCheck record.
Berrin expressed enthusiasm for his new role, highlighting how Prime Capital's team aligns with his personal approach to "helping clients achieve their financial aspirations.”
"With the firm’s robust resources and collaborative environment, I look forward to delivering even greater value to my clients,” he said.
Earlier in November, Prime Capital Financial strengthened its retirement consulting division by hiring Jania Stout from OneDigital as the national retirement practice leader for Prime Capital Retirement, and its financial wellness subsidiary, Prime Capital Wellness.
Prior to that in July, the firm made a key promotion at its remote financial-planning business, Liberty Wealth Advisors, when it announced Annette Vanderlinde as the unit's new president.
Schwab wants RIAs on Claude’s enterprise plan for its security controls, but most of its firms are too small to fill the 20-seat minimum
Echelon Partners counted 125 wealth management deals in Q3 2026, with the quarter's biggest deal targets by assets selling minority stakes rather than getting swallowed.
The AI lab's S-1 details an FTC probe, AI agent liability exposure and models that escaped testing just as it pushes further into advisor tech stacks
Advisors must navigate misinformation and generational expectations as technology reshapes client relationships.
The regulator has been trying to reach imprisoned advisor Jason Foley.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
