Strategy

US Wealth Manager Launches Broker Dealer

Paul Das 24 March 2006

US Wealth Manager Launches Broker Dealer

US Wealth Management, LLC, a firm providing wealth management programs through CPA firm affiliates and financial advisors, has formed a new ...

US Wealth Management, LLC, a firm providing wealth management programs through CPA firm affiliates and financial advisors, has formed a new broker/dealer firm, US Wealth Advisors, LLC to service their growing national client base. The new firm recently secured approval for membership by the National Association of Securities Dealers. It has retained National Financial Services, a Fidelity Investments company, as their clearing and custody provider.

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