The Anderson McKelvey Group is based outside of Orlando and focuses on individuals, families, and corporate executives in the aerospace and defense industries.
The nascent RIA adds three practices with a combined $150 million in AUM, as it bets on its subscription fee model and open architecture technology.
Flynn, who serves as global co-head of private wealth management, will additionally run One Goldman Sachs alongside co-head Sam Morgan.
Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.
The bank is seeking a temporary restraining order against Matthew D. Sitarski, alleging he accessed client information, violated contractual agreements and lured away clients with nearly $4 million in assets.
In a newly created position, Erik Karanik will oversee growth across Wells Fargo Advisors Financial Network and First Clearing.
Pettinelli Financial Partners is the latest of several firms leaving Osaic this month.
The RIA has brought on Gün Keresteci, former global head of finance at McKinsey.
The $1.5 billion firm launched its 1099 platform earlier this month after months of preparation. WhiteCliff Wealth Management CEO Robert Seiden is the first advisor to come on board.
Klein recently also joined wealthtech startup Fynancial as a strategic advisor.