Join Our Firm | Saranac Advisors

Join the Team

Every day we help advisors, just like you, reach their unique vision of success and capitalize on every opportunity along the way. The first step is easy, just reach out to us. Once you’re connected, our business development representatives will reach out to get a clearer view of how we at Saranac can best serve you and answer any questions you have about how we work with our advisors. If you’re ready to realize your business’ highest potential, we’re here to help.

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Investment transitions

Your book of business reflects a tradition of client care. That’s why your Saranac Investment Transitions Consulting team will help ensure your clients’ assets are transferred seamlessly and efficiently. We clear through multiple clearing firms to make the process as simple and seamless as possible for you and your clients.

Transforming the investment transition process

Because your book of business is really the chapter in the lives of so many, Saranac takes the same care and expertise to transition those assets to your partnership with us. Look to your Investment Transition Consulting team for:

Dedicated assistance and support
Asset mapping to Saranac platforms
Consultation for non-transferable assets and proprietary products
Comprehensive practice analysis for growth opportunities
Seamless and secure transition
Regulatory Disclosure Support

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