On Wall Street is now accepting nominations for two prestigious rankings: Top 40 Advisors Under 40 and Top 25 Regional Advisors Under 40.
Each year, On Wall Street recognizes the accomplishments of this elite cohort of young professionals employed by the wirehouses and regional broker-dealers.
The deadline for nominations is Friday, Nov. 16. Results will be announced in January.
These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.
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Who can be nominated? Employee advisors at a wirehouse or regional broker-dealer.
Who cannot be nominated? Independent advisors and RIAs.
What's required? Personal trailing 12-month production for the periods from Oct. 1, 2017, to Sept. 30, 2018; Oct. 1, 2016, to Sept. 30, 2017; and Oct. 1, 2015 to Sept. 30, 2016.
Personal AUM as of Sept. 30, 2018, is also required.
What cannot be submitted? Team assets and production.
Additional requirements include: Nominees must be age 39 or younger as of Dec. 31, 2018. Custody of assets must be with the nominee's firm of employment.
Please note: All nominations and details provided will be subject to verification.
To see who topped the rankings last year,
