Broker Check

Jericho Office

500 North Broadway,

Suite 251
Jericho, NY 11753

Advisor Resources

Third-Party Non-Proprietary Tools




Redtail Client Management System

QUODD Quotron

Zacks Investment Research

Third-Party In-House Service Vendors

Premier Trust Services

Succession Plan Department

Marketing Department

Third Party Money Management and Advisor Directed Fee Platform

Professional Alliance Program (Share Fees with COI's)

"Next Level" Advisor Coaching Program

In-House Business Diagnostic Service

Advisor Study Groups

Various Financial Planning Software Systems (Goal Planning & Income Planning)

Third-Party Money Manager Platform-Mutual Fund & ETF Wrap/SMA/Advisor Self Directed Portfolios

Managed Opportunities® is a turn-key advisory program that enables advisors to designate third party institutional money management of assets in accounts by selecting from a diverse list of money managers functioning as sub-advisors to Securities America Advisors. Additionally, the Advisor Directed option gives advisors the ability to apply their own portfolio management skills through efficient model creation and management. Either way, investment selections can include portfolios of mutual funds, ETFs, or individual stocks and bonds invested across the risk spectrum and asset classes. Managed Opportunities® provides advisors a state-of-the-art wrap platform that gives them a very competitive edge in the financial services marketplace.

Insurance General Agencies

Highland Capital Brokerage

Highland Capital distinguishes themselves by providing insurance and investment providers with point-of-sale support, advanced marketing, and creative estate and business planning techniques. They provide these services in an efficient, client-focused environment that extends to carrier and product expertise, underwriting negotiation, and complete back office processing.


Securities America, Inc. has an affiliated relationship for brokerage assistance with your fixed and fixed index annuity cases and life and long term care clients.

US Advisors

US Advisors Network has consulted and been integral in the development and expansion for several of the nation’s largest broker/dealer organizations entering the financial institution arena.


Bond Desk

Ladenburg Thalmann Fixed Income Specialists

LFIX is a full-service fixed income desk dedicated to serving Ladenburg’s network of independent financial advisors. They are committed to rigorous fundamental research, observing fixed income market trends, pricing structures, credit enhancements, while maintaining relationships with other counterparties, which assists in providing the best execution possible for Ladenburg’s independent financial advisors.

Advisors Asset Manament

AAM has a long-term relationship with advisors which gives them a first-hand understanding of their world — helping AAM create innovative investments and services that are relevant and have the potential to meet today’s challenges.

Expanding on their long heritage in fixed income, AAM’s services and investments now cover a range of asset classes by building specialized proprietary capabilities or developing advisory relationships with select third-party institutional managers.