Advisors want to provide the best services, support and solutions for their clients and we believe that Royal Alliance has the expertise that can help provide this.
New York (PRWEB) March 22, 2016
Affiliated Advisors, Inc., an Office of Supervisory Jurisdiction (OSJ) firm with Royal Alliance, is pleased to announce the addition of three financial services veterans to its extensive network. Scott Fitzgerald, CFP®, Tim Allen and Frank S. Marano, CPA, join Affiliated Advisors with more than $170 million in total client assets.
Affiliated Advisors, led by founder and President Rita Robbins, has been with Royal Alliance since 2004 and has more than 100 affiliated advisors located in seven states. They are the second largest OSJ firm associated with Royal Alliance, part of one of the largest independent broker-dealer networks in the nation. Thomasina Michalik, a regional manager with Affiliated Advisors, played an integral role in transitioning the three advisors, who will continue to report to her going forward.
“We are so pleased to be able to work with Scott, Tim and Frank,” said Robbins. “Our unique structure affords them experienced local hands on support from Thomasina. Coupled with Royal Alliance’s cutting edge technology and robust advisory platform, we are confident that this relationship will propel the growth of their individual practices. Advisors want to provide the best services, support and solutions for their clients and we believe that Royal Alliance has the expertise that can help provide this.”
Scott Fitzgerald, CFP®, President of Steel Ridge Advisors, is located in Islandia, N.Y. and has more than 20 years of experience as a financial advisor. Fitzgerald was the co-founder and Principal of Vanderbilt Securities, where for the past 14 years he was responsible for providing leadership and mentoring to the advisors that he supervised.
Tim Allen, Financial Advisor and Founder of Tim Allen Financial Associates, has been working in the financial services industry for close to 23 years. He was formerly the Vice President of Investments and co-founder of Vanderbilt Securities. Frank S. Marano, CPA, Financial Advisor and Founder of Marano & Company, is located in Melville, N.Y. He was previously the Chief Financial Officer and Financial and Operations Principal at Vanderbilt Securities.
“As an independent financial firm, aligning ourselves with a renowned broker-dealer and clearing firm will give us access to state of the art technology, research and back office assistance,” said Fitzgerald. “I’m confident that this will allow us to focus more attention and time on serving our clients’ individual and family needs.”
About Affiliated Advisors, Inc.
Affiliated Advisors, Inc. is an Office of Supervisory Jurisdiction (OSJ) firm with Royal Alliance, part of one of the largest independent broker-dealer networks in the nation. The firm works to provide their expansive network of advisors with a broad array of resources and services to enhance their businesses and promote growth. Affiliated Advisors has more than 100 advisors in seven states and is headquartered in New York City. The firm was founded in 1994 and has been with Royal Alliance since 2004. For more information visit http://www.affiliatedadvisors.com.
About Royal Alliance Associates, Inc.
Royal Alliance Associates, Inc. is part of one of the nation’s largest broker-dealers networks and a Registered Investment Advisor, member FINRA and SIPC. Royal Alliance is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry. The firm has nearly 1,800 affiliated independent financial advisors and is headquartered in New York City. Royal Alliance was founded in 1969 and employs a client-driven approach focused on meeting the unique demands of businesses and individuals. For more information visit http://www.royalalliance.com.
Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC and registered investment advisor. Entities listed are not affiliated.