A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory in Florida’s Ponte Vedra Beach.
No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.
David Eisenhauer and his team managed $450 million in assets for around 150 clients on the broker/dealer platform.