Wells Fargo adviser managing $500 million goes indie with LPL
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Anthony Tony Frigoletto, whose team managed $500 million at Wells Fargo Advisors in Red Bank, New Jersey, has formed Rivers Edge Wealth Partners, a hybrid advisory firm.
The firm will use the broker-dealer and registered investment advisory platforms of LPL Financial through LPL Strategic Wealth Services, a new unit that supports breakaway brokers with transition, operations and marketing assistance.
The Rivers Edge team consists of Frigoletto, his wife and director of planning Nicole Adler-Frigoletto, adviser Jayeeta Choudhury and three support personnel.
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The post Wells Fargo adviser managing $500 million goes indie with LPL appeared first on InvestmentNews.
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