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FUNDRAISING NEWS | February 03, 2025
Tags: RIA, Mergers / Acquisitions
LPL Financial announced that Charter Oak Wealth Partners from Hartford, CT, with approximately $600M in client assets, has joined its broker-dealer, RIA, and custodial platform through the RIA Academy Financial, transitioning from Osaic.
Charter Oak Wealth Partners was founded in 2016 by Gary Paul, focusing on offering advisory services regarding wealth management, investment planning, business succession, and estate planning. Joining him on the move are advisors Gary Salva, Bill Matzinger, and Chris Scuderi along with client relationship manager Lori Tedone.
The team became the third this year, and first for February, that made the jump from Osaic, following Salient Wealth Partners of California and Llewelyn Financial Management of Oregon, as reported by Dakota on January 29.
Written By: Dakota
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