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Think Advisor – Snowden Lane Picks Up $270M Merrill Duo

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This news follows the boutique firm’s recruiting of a UBS team in late September Snowden Lane Partners, an independent broker-dealer and hybrid RIA, said Wednesday that a team has joined it from Bank of America-Merrill Lynch (BAC) in New York. Jesse B. Clinton, CFP, and Phillip Pedrena formed the Clinton Pedrena Group, which will operate… View Article