Overview

• Privately held Management, Consulting, and Executive search firm founded in 1978 and headquartered at 1120 Avenue of the Americas, New York
• Specializes exclusively in retail brokerage recruitment with 40 years of industry-specific experience
• Has placed thousands of financial advisors in roles since its founding
• Operates with a lean team of 6 employees focused on personalized staffing solutions
• Emphasizes career alignment beyond monetary compensation, as highlighted in SEO description

Specializations

• Retail brokerage talent acquisition for financial institutions
• Executive search services for management-level positions in financial advisory
• Consulting recruitment focused on brokerage operations
• Career placement for financial advisors with long-term success tracking

Services & Approach

• Management recruitment targeting retail brokerage firms
• Executive search programs for financial advisory leadership roles
• Consulting placement services for brokerage operations specialists
• Financial advisor career placement with 40-year historical success metrics