Products
Data Sets
Integrations
Services
FUNDRAISING NEWS | November 18, 2024
Tags: Personnel, Financial Advisor Move
Osaic has added an independent five-person team based in Buffalo, NY, managing approximately $180M in client assets and previously affiliated with Cetera.
Nova Wealth is led by wealth managers Elizabeth Evanisko, Jeffrey Gelormini, and Brett Komm, supported by licensed practice operations coordinator Barbara Krockenberger and licensed marketing and communications coordinator Nakia Franklin. The group offers a range of advisory services, with a forte on retirement income planning, and began transitioning to Osaic in October.
Osaic sustains a network of approximately 11,000 financial professionals and 270 financial institutions. The wealth management platform said it services over $653B in AUM.
Source: https://www.prnewswire.com/news-releases/osaic-welcomes-nova-wealth-302300478.html
Written By: Dakota
LPL Scores $630M NJ Team from Corebridge
February 11, 2025
Ameriprise Nabs $130M Metro Sacramento Advisor from LPL
February 11, 2025
Bryn Mawr Trust Lands Doylestown (PA) Team from Truist
February 10, 2025
$200M NewSpring Wealth Joins Sanctuary Wealth from UBS
February 10, 2025
Wells Fargo Nabs $1.6B Metro LA Broadleaf Wealth Team from UBS
February 10, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
