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FUNDRAISING NEWS | November 12, 2024

$500M NY RIA Diversified Capital Joins Commonwealth from LPL

Tags: Personnel, Financial Advisor Move

Commonwealth Financial Network announced that the $550M Syracuse, NY-based Diversified Capital Management (DCM) will drop its RIA registration and affiliation with LPL to join the Waltham, MA-based firm’s network of financial advisors.

DCM founder William Kriesel and advisors Kevin Visconti and George Nardone will join Commonwealth. According to his LinkedIn page, Kriesel founded DCM in September 1998. The team was formerly with Cadaret Grant, which was acquired by LPL. 

Source:https://www.busine sswire.com/news/home/20241112996286/en/

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