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RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office

Published: March 3, 2023

RIA M&A deals from Lazard, Stratos Wealth, Beacon Pointe, Pathstone, Legacy Capital, Hightower and Snowden Lane.

Source: wealthmanagement.com

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Stratos Wealth Partners Expands Stake in First Wealth Financial Group

Published: March 2, 2023

/PRNewswire/ -- Stratos Wealth Partners (Stratos), a registered investment advisor (RIA) of Stratos Wealth Holdings, today announced it has expanded its...

Source: prnewswire.com

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United StatesAndrew MeyersJoseph Kuo Donald CutlerBreton WilliamsCharles ShapiroFirst Wealth Financial GroupHaven Tower GroupStratos Wealth Partners LtdSenior Client Service RepresentativeStratos Wealth HoldingsAndrew Meyers Named PresidentWealth PartnersFirst WealthFounding PartnerChief Development OfficerCari BushInvestment AdvisorStratos Wealth PartnersWealth Financial Group