This time, the former Morgan Stanley executive has scooped up Cadaret, Grant & Co., the privately owned independent b/d based in Syracuse, N.Y., with about 900 advisors.
The deal brings $10 billion in client assets and 51 producing registered reps onto Woodbury’s platform.
The W Source, which was founded about a year ago by financial planner Hannah Buschbom, helps female advisors establish networking groups of 20 to 25 professionals in their community.
The acquisition would bring Cetera, previously owned by Lightyear prior to RCS Capital, full circle.
Two more super OSJs leave NPH for a subsidiary of Ladenburg Thalmann Financial Services.
Thayer Gallison will lead Ladenburg’s new due diligence platform across its five broker/dealers.