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Q27 - Can I Start As Single Custodian And Then Become Multi-Custodian Later?
Episode #27: This episode is from video #27 of the Transition To RIA video series where I answer RIA related questions I get from advisors just like you. On today's episode I explain how it is possible (and arguably preferable) to start with one custodian as a new Registered Investment Advisor (RIA), and then, if desired, become multi-custodial at a later date.
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA)…
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