Advisor Group Recruits Four Advisors with $232 Million in Client Assets
Advisor Group, a network of independent wealth management firms, has recruited four financial advisors who collectively oversee more than $231.5 million in total assets.
Advisor Group, a network of independent wealth management firms, has recruited four financial advisors who collectively oversee more than $231.5 million in total assets. The advisors join Advisor Group through SagePoint Financial and its affiliated offices of supervisory jurisdiction.
Kelcie Schiraldi of Ohio has more than 14 years of finance experience and oversees $103 million in brokerage, fee-based advisory and retirement assets. She joins from Voya Financial Services and is affiliated with OSJ, Jeffrey White.
Jonathan Macko oversees $77 million in total client assets and joins from Morgan Stanley. For more than a decade, he has provided holistic financial planning and wealth management services to his clients in the Broome County area of New York and beyond.
Nick Hunzinger of Milwaukee and Todd Lowe of Fond du Lac, Wisconsin oversee $51.5 million in total client assets and join from Mutual Advisors LLC. The pair join through SagePoint Financial-affiliated OSJ, Scott Downs and High Point Capital Group.
SagePoint Financial is an independent broker-dealer and registered investment advisor with approximately 1,300 advisors across the U.S.
Advisor Group serves approximately 10,100 financial advisors who oversee $475 billion in client assets. Advisor Group’s network includes SagePoint Financial, FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services.
