130 North Bond Street
By affiliating with Private Advisor Group, one of the leading Registered Investment Advisor firms in the country, I am connected to a community of over 750 financial professionals nationwide. This provides me access to industry-leading services and resources, which includes:
I also have access to flexible custodian platforms (essentially where your cash and securities are held) which now encompass: LPL Financial, Fidelity, Charles Schwab, BNY Mellon | Pershing, TD Ameritrade and Interactive Brokers. These providers help in safeguarding assets, while also providing related administrative services such as settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integrity protections, and more.