North Ridge Wealth Planning, a Cetera affiliate in Melville, New York, has announced the arrival of a $269 million AUM advisor duo from Osaic’s American Portfolios.
George Elkin and his nephew Josh Elkin made the switch having been prompted to re-evaluate their values and find the best fit for those values following changes at their previous firm.
"As soon as I came across North Ridge and Cetera, I knew I'd found a perfect fit,” said George Elkin. “I've spent my 32-year career dedicating my practice to the betterment of my clients' financial lives. At North Ridge, I've found a network of professionals experienced at providing me the support I'll need to maintain and grow the level of service my clients have come to expect. Add to that Cetera's unparalleled suite of resources and I know I've found the best environment for my practice."
The duo add 40 years of experience to North Ridge Wealth Planning’s team and CEO Matt Levy says that he’s proud to be able to attract top talent.
"We operate under the principle that we only succeed if our network of independent advisors are at their best – and we look forward to working with both George and Josh to continue growing their practices and ultimately finding financial success for each of their clients,” he said.
North Ridge Wealth Planning joined Cetera in 2019 after the wealth management group of North Ridge Securities Corp. prepared to shut down.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
