Alexander Guiliano, who managed $1 billion at Merrill Lynch in Paramus, New Jersey, has launched Resonate Wealth Partners and affiliated with LPL Financial through its service for breakaway brokers, Strategic Wealth Services.
Client relations associates Debbie Appaluccio and Renee Purita are making the move along with Guiliano.
Guiliano had been affiliated with Merrill since 2011, according to his BrokerCheck report.
Guiliano said in a statement that he did two years of research and due diligence before making his move. “I wanted the freedom and flexibility to set up the client experience the way I wanted and build the business on my own terms with the right partners,” he said.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
JPMorgan and RBC have also welcomed ex-UBS advisors in Texas, while Steward Partners and SpirePoint make new additions in the Sun Belt.
Counsel representing Lisa Cook argued the president's pattern of publicly blasting the Fed calls the foundation for her firing into question.
The two firms violated the Advisers Act and Reg BI by making misleading statements and failing to disclose conflicts to retail and retirement plan investors, according to the regulator.
Elsewhere, two breakaway teams from Morgan Stanley and Merrill unite to form a $2 billion RIA, while a Texas-based independent merges with a Bay Area advisory practice.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
