Securities America Recruits Syntegra Private Wealth Group
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA, LTSL, LTSF, LTSK), announced today that it has successfully recruited Syntegra Private Wealth Group, a group of six hybrid advisors with $459 million in total client assets, to join Securities America and its Arbor Point Advisors platform.
Arbor Point Advisors is Securities America’s second multi-custodial, corporate RIA. Arbor Point provides independent advisors with comprehensive technology, compliance and business growth support.
Gregg Johnson, Securities America’s executive vice president of branch office development and acquisitions, said, “Syntegra has a proven track record of going the extra mile for its clients. As the group searched for a new platform, they sought a partner with a strong culture and robust infrastructure to help them take the next step in their ongoing growth story.
"With our unique combination of a high-touch, friendly approach to meeting advisors’ needs alongside our excellent technology platform, backed by the resources and strength of our parent company, Ladenburg Thalmann, Securities America is pleased to serve as that partner.”
Headed by CEO Thomas A. Burke, Syntegra focuses on providing wealth management and tax services to its clients. The firm has three offices in the St. Louis area, in Chesterfield, St. Charles and Troy, and offers clients guidance in investment management, life insurance, tax, retirement and estate planning.
Mr. Burke said, “Our first priority is helping our clients to reach their financial goals, allowing them to pursue a life that reflects their values and dreams – today, tomorrow and well into the future. In Securities America, we’ve found a partner that can help us scale up our offerings and support our growth. At the end of the day, we’re focused on serving our clients better and helping them live their best lives, prepare for the unexpected and leave a legacy – and our affiliation with Securities America positions us to accomplish these goals.”
Mr. Johnson concluded, “We are laser-focused on helping advisors achieve real growth by empowering them to build practices that provide value for their clients and meet their expectations in terms of quality of life for themselves and their teams. We’re strong believers that big numbers don’t matter if they don’t add up to greater satisfaction and success, and we look forward to helping Syntegra Private Wealth Group progress toward those goals.”
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