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