Affiliated Advisors
Financial Services
United States
13 employees
- Employees
- 13
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Affiliated Advisors Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- affiliatedadvisors.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 1994
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Affiliated Advisors
Our mission is to help independent financial advisors build the practices of their dreams. We work with solo financial advisors and emerging teams to offer a personalized, concierge environment where your firm is given the resources to best serve your business and your clients. With direct access to our industry experts and professionals, our clients have a comprehensive service and support platform, staffed by skilled operations, compliance, technology, and marketing professionals. We help financial advisors across the country get the resources of one of the largest broker-dealer networks in the country and one-to-one support from being part of our team and a community of like-minded advisors. info@affiliatedadvisors.com New York, NY Office Phone: (212) 695-5558 Rochester, MI Office Phone: (248) 792-5043 St. Louis Park Office Phone: (612) 293-5907 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Affiliated Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Affiliated Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Trisha Qualy | Managing Partner, Affiliated Advisors | Minneapolis, Minnesota, United States |
Email
Phone
|
| Rashida Kersey-Sparks | Advisor Support Manager | New York City Metropolitan Area, United States |
View
|
| Rita Robbins | 📈 Founder + President of Affiliated | New York, United States |
Email
|
| Richard E White | Operations, Compliance and Risk | Greater Minneapolis-st. Paul Area, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile
Intern / trainee
1 profile
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