Merrill Advisors with $700M Link with Indie Platform- FundFire’s Roundup

Dynasty Financial Partners has linked up to support three Merrill Lynch advisors who have formed a new Portland, Ore.-based independent advisor firm with $700 million in assets, according to a company release.


David Christian


Cable Hill Partners, which the Merrill alums started on Feb. 28, has access to Dynasty’s investment and technology platform while usingFidelity Investments for primary clearing and custody services, the release says.

The new firm is comprised of three advisors:David ChristianJeffrey Krum and Brian Hefele, along with two registered senior client associates and ...

More →