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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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Replay
Altruist + SSG Town Hall Replay
September 5, 2024

Watch Jennifer Stokes, Head of Clearing Operations, and Robert Mennow, Head of Advisor Operations at Altruist, discuss the upcoming conversion, key dates, and actions required. With their extensive experience in managing transitions and operational excellence, Jennifer and Robert will guide you through the upcoming conversion.

Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custody of securities provided by Altruist Financial LLC.

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