Cetera Financial Group, a network of independent broker-dealer firms, announced that North Ridge Wealth Planning, a full-service wealth management firm based in Melville, New York, has joined Cetera Advisor Networks LLC. North Ridge supports more than $2.5 billion in client assets and is now part of Cetera’s regional model as an independent financial advisor group.
North Ridge is led by president and chief executive officer Dan Levy, along with chief operating officer L. Matthew Levy, and executive vice president Sandra J. Grinspan, and has been in business for nearly 30 years.
“We experienced Cetera’s responsiveness and direct access to senior leadership firsthand through our selection process. Compared with the handful of the other largest broker-dealers in the country that we evaluated, Cetera’s specialty focus and hands-on support stood out above the rest,” said Dan Levy.
In recent Cetera news, Robert Moore will be stepping down as the company’s chief executive officer, effective March 31, due to health reasons. He will continue to serve as an advisor to the board and the executive management team, and chairman Ben Brigeman will expand his role to include interim CEO while a formal search for a permanent CEO is conducted.
Cetera Financial Group Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Its network includes Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services.