Affiliated Advisors, Inc. Adds Two Financial Services Veterans to Its Network
NEW YORK, March 22, 2017 /PRNewswire/ -- Affiliated Advisors, Inc., an Office of Supervisory Jurisdiction (OSJ) firm of Royal Alliance Associates, Inc. that manages $2 billion in assets, today announced the addition of two wealth management veterans to its extensive network of financial advisors. Kevin Barletta and Michael DiLorenzo, managing directors and partners at Hawthorne, NY-based DiLorenzo & Barletta Wealth Management, bring nearly 30 years of combined wealth management experience to the advisor network.
Royal Alliance Associates, Inc. is a subsidiary of Advisor Group Inc., one nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $160 billion in client assets.
"We are excited to join Rita and her team. They have built a culture for their advisors to do the right thing for their clients and to create most meaningful moments in their lives," said Barletta. "They combine firsthand support and collective expertise of a local team with access to deep institutional resources. They are a partner we have been looking for – with a solid foundation and a safety net for immediate needs and long-term growth."
Affiliated Advisors, led by founder and President Rita Robbins, has been an OSJ since 2004 and is the second largest OSJ firm associated with Royal Alliance. Affiliated Advisors has more than 100 affiliated advisors located in seven states.
"We are honored that Kevin and Michael have chosen Affiliated Advisors for the next phase of their careers," said Robbins. "Their deep understanding of the financial services space, commitment to their clients and extensive experience in investment advisory services are a great fit with our culture and values. We look forward to helping them create a scalable and efficient growth path that is aligned with their vision."
"Royal Alliance prides itself on partnering with quality, experienced professionals that bring exceptional value to their clients," said Dmitry Goldin, President and CEO of Royal Alliance. "We look forward to Kevin and Michael continuing the Royal Alliance tradition of client dedication and experienced investment counsel."
About Affiliated Advisors
Affiliated Advisors helps advisors be their best. By providing practice management solutions, access to its investment advisory platform, customized pricing through its Royal Alliance partnership and unique educational offerings, advisors can become successful and experienced professionals. Through its partnership with Royal Alliance as well as close relationships with other industry experts, Affiliated Advisors' team provides ideas to help augment an advisor's practice matching key resources with innovative solutions.
About Royal Alliance Associates, Inc.
Royal Alliance Associates, Inc. is part of one of the nation's largest broker-dealers organizations and a Registered Investment Advisor, member FINRA and SIPC. Royal Alliance is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry. The firm has nearly 1,800 affiliated independent financial advisors and is headquartered in New York City. Royal Alliance was founded in 1969 and employs a client-driven approach focused on meeting the unique demands of businesses and individuals. For more information visit www.royalalliance.com.
Affiliated Advisors is a registered investment advisor not affiliated with Royal Alliance.
SOURCE Royal Alliance Associates, Inc.; Affiliated Advisors, Inc.
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