Three advisers who collectively managed $100 million at three separate broker-dealers have formed a hybrid partnership in Orange City, Fla., that has affiliated with Synergy Wealth Alliance, an office of supervisory jurisdiction for LPL Financial.
The three advisers are Shawn Walton, formerly with Cambridge Investment Research; Debbie Hawksworth, formerly with Edward Jones; and Richard Coloni, formerly with Cetera Advisers.
Synergy Wealth Alliance, which serves approximately $650 million in brokerage and advisory assets, affiliated with LPL in February. It is based in Maitland, Fla.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
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