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FUNDRAISING NEWS | December 12, 2024
Tags: Personnel, Financial Advisor Move
LPL announced that former Osaic advisory team Prestige Wealth Group has joined its broker-dealer, RIA, and custodial network, adding $540M in client assets and strengthening its presence in the metro New York and Philadelphia markets.
Founded in 2007, PWG operates from dual headquarters in Franklin Lake, NJ, and Westchester, PA. The firm is currently led by managing partners Rich Galgano and Matt Geraci. They are joined in their move to LPL by Chris Rich, Paul Goldman, and Alan Concha, as well as firm founder Mark Fleksher, who will stay on as a consultant.
In a statement announcing the move, Geraci said the firm has shifted its focus in recent years toward affluent clients in the high-net-worth space. “We want to be everything to a select few, instead of something to everyone,” he said.
Written By: Dakota
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