Morgan Stanley Loses FA Group to Raymond James in Minnesota
Advisors George Chardukian, Adam Goldstein and Maria Peralta– who had actually serviced approximately $380 million in advisory, brokerage, and retirement plan properties– have started Tucson, Ariz.-based Adara Wealth Management, and will be signed up with by customer service concierge Amy Montiel, LPL says.
Adara will use LPL’s broker-dealer, corporate RIA and custodial platforms, the company says, including that the group’s option of LPL was driven in part by the firm’s innovation and integrated platforms.
“We didn’t want to begin a whole organization from the ground up. With Strategic Wealth Services, LPL offers the facilities and resources to make a smooth shift into the independent world, along with coaches who will make sure we’re making the most of all the company needs to use,” Chardukian states in a statement.
Chardukian had actually been with RBC Capital Markets considering that 2002, prior to which he was with Robert W. Baird, according to BrokerCheck. Goldstein had actually invested the whole of his 13 years in the market with RBC, while Peralta had been with RBC considering that 2018, prior to which she worked for Merrill Lynch, according to BrokerCheck.