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This RIA recruited the Morgan Stanley manager who almost recruited him ...

... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor

Author Brooke Southall February 28, 2013 at 3:50 PM
no description available
Leo Kelly: I broached the subject and said I'd really like for us to work together some day.

Breakaway Stories



February 28, 2013 — 9:09 PM

I would prefer your mag find a way to write articles about advisers who built their own books from scratch. In this case, you highlight an advisor who partnered with Mr. Robert Costa of ML in Baltimore near the end of Costa’s career. Mr. Costa, over thirty years of hard work, effort and multiple re-inventings of his business model built the vast majority of the alleged 700 million book you reference. His story would be very inspirational to hear.

Bob Costos

Bob Costos

March 27, 2013 — 5:54 PM

Not interested in having my story published but would be happy to discuss the business, growing that business, the partnering with Leo Kelly, and even the education of clients so they are better equipped to handle these ever changing markets. Feel free to email me at rcostos@live.com.

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Advisor Growth Strategies, LLC
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Top Executive: John Furey

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