U.S. Wealth Management Launches New Broker/Dealer Firm

U.S. Wealth Management, a firm specializing in providing wealth management programs through CPA firm affiliates and financial advisors, announced the formation of a new Broker Dealer firm, U.S. Wealth Advisors, LLC to service their growing national client base. Their new

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U.S. Wealth Management, a firm specializing in providing wealth management programs through CPA firm affiliates and financial advisors, announced the formation of a new Broker/Dealer firm, U.S. Wealth Advisors, LLC to service their growing national client base.

Their new firm, U.S. Wealth Advisors, LLC recently secured approval for membership by the National Association of Securities Dealers (NASD). With this new entity, U.S. Wealth Management will begin transacting all of their securities business through U.S. Wealth Advisors, LLC, Member NASD, SIPC.

The new firm has retained National Financial Services as their clearing and custody provider. National Financial is a Fidelity Investments company.

“As we launch U.S. Wealth Advisors we will be introducing a number of new products and services that will help our clients build their business,” said John Napolitano, President and CEO of U.S. Wealth Management, LLC. “The Financial Services industry is changing rapidly, there is major consolidation occurring amongst the larger firms and this move ensures that our firm’s culture and values are a driving force of our success. Our advisors look to us to bring the industry’s best practices, tools and services to them for the benefit of their clients. Our new firm is positioned to become an industry leader amongst wealth management firms comprised of CPA firms, Law Firms, Financial Planners and Insurance Professionals.”

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