Cetera Adds $100 Million Investment, Tax, Estate and Medicare Practice
Cetera Financial Specialists LLC, an independent broker-dealer within the Cetera network of firms, has added HD Financial Specialists, a full-service wealth management practice based in East Amherst, New York.
Cetera Financial Specialists LLC, an independent broker-dealer within the Cetera network of firms, has added HD Financial Specialists, a full-service wealth management practice based in East Amherst, New York. The team joins from National Securities Corporation.
Led by Sean Hayden, HD Financial has $100 million in assets under management and offers investment, tax, estate planning and medicare services. The team includes Samuel Bloomberg, Dina Dalton, Seth Hamilton, Lindsey Gamis, and Wendy Phelps.
The Cetera network of independent retail firms includes Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities Inc.
