Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Seven Bridges Wealth Advisors moves from Ameriprise Independent Advisors to NewEdge with $1B in assets

White Plains, NY

Seven Bridges Wealth Advisors team page →

From · Independent Broker-Dealer Ameriprise Independent Advisors independent channel To · RIA NewEdge independent channel

Summary

Seven Bridges Wealth Advisors, a 14-person White Plains, New York practice led by managing partners Max M. DiSesa, Andrew Buscetto, David Mazzetti and Joseph Femia, left Ameriprise Financial to launch as an independent firm on NewEdge Advisors’ platform with about $1 billion in client assets.

Sources

3

InvestmentNews	NewEdge lands $1bn New York advisory team as Seven Bridges heads for independence · February 24, 2026
AdvisorHub	NewEdge Adds Another Billion-Dollar Ameriprise Team · February 25, 2026
Wealth Management	$1B Ex-Ameriprise Team Sets Up Shop at NewEdge Advisors · February 24, 2026

More arrivals at NewEdge

Full profile →

Walker Bastoni Wealth Management Allworth Financial · September 18, 2026 Pending James P. Shafer, Michael B. Block, Joseph Gossett, Pamela Smith, Rachelle Carlson-Oien UBS · September 15, 2026 $1.3B Lance White Morgan Stanley · September 9, 2026 $500M Trace R. Shapiro, Paul J. Yates, Alexandra G. Escobedo, Michael J. Wohlgemuth Bank of America Private Bank · September 3, 2026 $3.1B Jeffrey W. Thompson, Shannon M. Willems, Sara DeJay Willis Bernstein Private Wealth · August 18, 2026 $2.2B