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Who's Moving Where In Wealth Management? - Raymond James, Commonwealth
Editorial Staff
12 November 2019
, which says it is the largest privately held RIA/independent broker-dealer in the US, has added Michigan-based Center for Wealth Management to its network. Commonwealth was founded in 1979 and is based in Massachusetts and California. In total, it has about 1,950 financial advisors nationwide.
Center for Wealth Management used to be affiliated with MML Investors Services. The team, which brings over $220 million in account assets, includes associates Robert J Moore, Justin M Williamson and Jeffrey R Steele. The group focuses on pre-retirees and retirees, but has also developed a niche business looking after engineers and young professionals.