Long Island hybrid managing $160 million switches to LPL

Long Island hybrid managing $160 million switches to LPL
Blue Line Wealth Management of Brentwood, N.Y., specializes in serving police officers.
AUG 15, 2019
Blue Line Wealth Management, a Brentwood, N.Y.-based hybrid managing $160 million in assets, has switched broker-dealer and advisory affiliations, joining LPL Financial and leaving PlanMember Securities Corporation. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] The firm, headed by Scott Frayler, president of Blue Line Wealth Management, specializes in providing financial advice to police officers. "I come from a long line of police officers, including my grandfather, dad and brother. I understand the sacrifices they make to serve our community, and I believe that commitment to service goes both ways," said Mr. Frayler, whose firm offers service with no client minimum. [Recommended video:​ What's the No. 1 challenge advisers face over the next five years?]

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