Ex-Cetera Advisors Find New Home With Firm Affiliated with Rival
Clifton Park, N.Y.-based Holistic Wealth Advisors includes financial advisors Stacy Clifford, Sue Donovan and Lakshmi Nagarajan, Stratos says in a press release.
The firm’s philosophy is to “empower women financially,” in part through explaining to clients the choices they face without resorting to “financialese,” according to the press release.
Donovan and Nagarajan had been registered at Cetera from 2002 until this year, according to BrokerCheck.
"As one of the largest independent hybrid RIAs, Stratos provides our practice with advanced tools, technology, operational support and research,” Clifford says in the press release. “This partnership allows us to leverage the resources of a national firm and will greatly enhance our ability to provide outstanding service to our clients."
Stratos Wealth Partners managed more than $5.89 billion as of the end of June, the company says. Its advisors, who are registered with LPL, also oversee $5.6 billion in brokerage assets, according to the press release.