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Firm Breaks Away From UBS to Start $850M Indie RIA

Tags: firm financial

September 8, 2021
By Justin Berman

An eight-person, Harrison, New York-based advisory Firm with $850 million in assets under management has broken away from UBS to become an independent RIA.

UBS-affiliated Mitchell WealthCare has changed its name to Next Level Private after going its own way. The firm offers a full range of Financial services including goals-based planning, fiduciary advice and financial advocacy, it said Tuesday. Custodial services are being provided by Pershing.

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This post first appeared on Perspectives For Financial Advisors From Diamond Consultants, please read the originial post: here

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Firm Breaks Away From UBS to Start $850M Indie RIA

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