Affiliated Advisors, an office of supervisory jurisdiction associated with Royal Alliance, recently added three advisors with a total of more than $170 million in client assets. (Royal Alliance is part of the Advisor Group, which is acquired by Lightyear Capital from AIG.)
Scott Fitzgerald, president of Steel Ridge Advisors, is located in Islandia, New York, and has more than 20 years of industry experience as a financial advisor; he was the cofounder and principal of Vanderbilt Securities.
Tim Allen, financial advisor and founder of Tim Allen Financial Associates, has been working in the financial services industry for close to 23 years and was formerly the vice president of investments and cofounder of Vanderbilt Securities.
Frank Marano, financial advisor and founder of Marano & Company, is located in Melville, New York, and was previously the chief financial officer and financial and operations principal at Vanderbilt Securities.
Meanwhile, Snowden Lane Partners has welcomed Kieran Doherty to its Guth/Fordyce Group, based in New Haven, Connecticut. With Doherty’s advent, the group’s total client assets will be around $860 million.
Doherty, who came to the advisor group from Morgan Stanley, also worked for Deutsche Bank. With him on board, the New Haven team will include eight professionals.
Steve Fordyce, a partner and managing director, said in a statement: Doherty “understands the value of relationships in our community and has deep ties with his clients. We are excited for him to be a key contributor to our group.”