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Articles tagged "Gary Carrai"


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Tony Mazzali: Schwab expected his clients to pay fees they hadn’t paid "in 20 years?"

A $3 billion TD Ameritrade RIA pulls assets out of Schwab --after it cut services for TDA RIAs, and got sticker shock -- ahead of merger date

Anthony "Tony" J. Mazzali, CEO of CG Advisory Services, is shifting the bulk of its assets to LPL Financial to curb the assymetric power in his custody relationship with Schwab.

May 2, 2023 at 3:26 AM

Bryson Pouw left Advent Software to found an Advent super-consultancy that he sold to LPL Financial for $12 million in cash -- and he gets to keep his job.

How LPL Financial is executing a big RIA-like pivot through the acquisition of Blaze Portfolio, founded by an Advent Software breakaway engineering troupe

The Fort Mill, S.C., broker-dealer just took the leap to 'personalized' portfolios by paying $12 million for the Chicago trading automation firm.

November 24, 2020 at 2:23 AM

Gary Carrai is the executive who maintains an LPL tie with Fortigent.

LPL invites 180 of its bigger-book reps to Dana Point as part of its latest Fortigent-fortified bid to move upmarket

Attendees said fast-talking presenters belied LPL's aspirations but perhaps bolstered its claim that the hoi polloi won't be forgotten

May 5, 2016 at 8:04 PM

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