Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added JSD Associates to its platform. JSD Associates, which manages $151 million in client assets, was formerly affiliated with Cadaret Grant.
David Vinciguerra, who has 27 years of experience in financial services, serves as president for the North Syracuse, New York-based financial services firm. Giovanni Vitale, a 32-year industry veteran, serves as vice president. The pair offer a range of wealth management services, including goals-based financial planning and access to selected mutual funds and annuities.
Vinciguerra and Vitale will affiliate with Securities America through Evolution Financial Advisors, a super-OSJ based in Victor, New York with total assets of more than $2 billion.
Securities America is one of the nation’s largest independent advisory and brokerage firms, with more than 2,550 independent advisors and over $90 billion in client assets as of June 30, 2018.