Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS), has recruited Syntegra Private Wealth Group, a group of six hybrid advisors with $459 million in total client assets, to join Securities America and its Arbor Point Advisors platform. Syntegra was previously affiliated with Ameriprise.
Headed by CEO Thomas Burke, Syntegra provides wealth management and tax services to its clients. The firm has three offices in the St. Louis area and offers investment management, life insurance, tax, retirement and estate planning.
Syntegra will utilize Arbor Point Advisors to support its advisory business. Arbor Point is Securities America’s second multi-custodial, corporate RIA and provides independent advisors with comprehensive technology, compliance and business growth support.
“We are laser-focused on helping advisors achieve real growth by empowering them to build practices that provide value for their clients and meet their expectations in terms of quality of life for themselves and their teams, said Gregg Johnson, Securities America’s EVP of branch office development and acquisitions. “We’re strong believers that big numbers don’t matter if they don’t add up to greater satisfaction and success…”
Securities America is one of the nation’s largest independent advisory and brokerage firms, with more than 2,580 independent advisors and more than $93 billion in client assets as of September 30, 2018.