Two veteran Merrill Lynch advisors managing $135 million of client assets have moved to the independent advisor space by partnering with recently formed RIA TruClarity Wealth Advisors.
The advisor group includes Danny Allizadeh and Cary Marger and will now operate as Position Wealth, which is based near Houston.
Allizadeh started out in financial services in 1999 and joined Merrill in 2010. Marger did a brief stint with AXA Advisors in 2010 and then moved to Merrill Lynch, according to FINRA’s BrokerCheck.