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Indy Broker-Dealer Attracts Two Shops with over $700 million AUM

FSC Securities Corporation, an independent broker-dealer (IBD) with over 1,200 advisors, has recently recruited two separate advisory firms that collectively manage over $700 million in assets. 

Stavis & Cohen Financial plus Cebert Wealth Management have recently joined the Atlanta-based IBD. 

Personalized service, technology, and a broad product lineup are just a few of the reasons these two firms chose FSC. 

“We were looking for a broker-dealer that had terrific back office support and embraced a meaningful understanding of the entrepreneurial spirit of successful financial advisory boutiques,” commented Deborah Stavis, partner at Stavis & Cohen Financial in a statement. 

With over 50 years of experience in service and an extensive network of advisors, FSC proves able in delivering personalized services while catering to the needs of many different advisory businesses.

Jerry Murphy, president and CEO of FSC stated, “At FSC we want to provide advisors with the support, tools, and technology they need to focus on what they do best.”

Stavis added, “FSC understands us and provides customized services to help meet the specific needs of our existing clients, as well as the flexibility to deliver innovative marketing to potential new clients.”

Stavis who was previously affiliated with FSC, suggested that the two reunite in hopes of branching out in expanding their business to potential new clients.

Cebert Wealth Management, the Florida-based wealth management agency is comprised of partners Dale Cebert and Chad Noble who have been on the lookout for a broker-dealer that would be able to meet their individualized needs.

“FSC proved to be the perfect broker-dealer for us, with personalized service, advanced technology, and the broadest product lineup we’ve seen,” said Dale Cebert. 

The IBD offers a wide range of alternative investments including non-traded REITs, equipment leasing programs, managed futures, non-traded BDCs, and oil and gas partnerships.

Established in 1958, FSC Securities Corporation holds a retention rate of 96% with $35 billion in total client assets. FSC is part of the AIG Advisor Group broker-dealer network.

To learn more about FSC, click here.