Deals & Moves: Concurrent, Sanctuary Launch Merrill Breakaway RIAs
Yahoo Finance·2026-04-10 19:07

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Concurrent Stakes Former Merrill Advisor to Launch RIA Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has provided a minority stake to a former Merrill Lynch advisor to help him start his own firm on its platform, Montesa Wealth Management. Adolfo (A.J.) John Montesa has launched his new firm in High Point, N.C., according to Concurren ...

Deals & Moves: Concurrent, Sanctuary Launch Merrill Breakaway RIAs - Reportify