Subscribe

Mass Mutual team managing $460 million affiliates with LPL

Move-Leaving-change-advisory-team-move Move-Leaving-change-advisory-team-move

Twenty-Four Wealth Management will also use Stratos Wealth Partners

  • January 6, 2020
  • By Scott Kleinberg

The new firm, Twenty-Four Wealth Management, is based in New York City and Shelton, Conn., and is led by founders Anthony Truino, Michael J. Carbino and John Dougherty, and includes adviser Christopher Zapata.

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

In addition to affiliating with
LPL’s broker-dealer and hybrid registered investment adviser platforms, the new
firm will use Stratos Wealth Partners for operational and compliance support.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

Gen Z will need help – are you ready?

The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print