Business
Stephen Schott, owner and CEO of Tetragon Financial Management, a third-generation wealth management firm, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Tetragon Financial Management, which manages approximately $240 million in advisory,…
Impact: Tetragon Financial Management, led by Stephen Schott, has transitioned to LPL Financial's platform to leverage its technology and self-clearing services, aiming to improve client service and operational efficiency.
May 28, 2026 · 6 articles