Nautica Wealth Advisors, a hybrid managing $250 million in San Diego, has returned to LPL Financial’s broker-dealer and corporate RIA platforms after being affiliated with Cetera for three years. The firm will also use LPL as its custodian.
The firm and two of its lead advisers — Mike Lerner and Steve Lerner — had been affiliated with LPL for 12 years when their office of supervisory jurisdiction moved to Cetera. At the time, the firm’s third lead adviser, Jayne Byrne, had been affiliated with LPL for 31 years.
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Decision deepens the two firms’ decade-long relationship
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