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Fiducient Advisors history
Fiducient Advisors company history timeline
In April 1999, Rosen tapped Jessica Bibliowicz, the daughter of his former boss, to lead NFP. "Bibliowicz gives the firm star power," wrote Theresa Miller for Best's Review.
Predictions of sweeping changes in the financial services industry following the Gramm-Leach-Bliley Act of 1999 had not panned out.
2000: Bibliowicz presses hard to bring firms into network.
NFP's plans for a public offering went forward, but a bid by Citigroup Inc. to underwrite was scuttled by an investigation, in the later half of 2002, by New York Attorney General Eliot Spitzer over the possible influencing of a research analyst's opinion by Weill.
Bibliowicz held 1.4 percent of the company she had brought from $10.5 million in losses to its first profitable year, 2002.
NFP's property and casualty operations licensed in New York, which contributed less than 5 percent of 2003 revenue, was the focus of the probe.
2004 Consolidation of all employees in new office; Stuart Tauber joins the firm
2011 Alan Meltzer is inducted into the Washington Business Hall of Fame See Alan's induction video
2013 The new and improved nfp.meltzer.com, and company logo are introduced
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Fiducient Advisors competitors
| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| TCI Wealth Advisors | 1990 | $7.5M | 67 | - |
| Harbor Capital Advisors | 1983 | $6.4M | 181 | 4 |
| Sand Hill Angels | 2000 | $11.0M | 139 | - |
| Stout Risius Ross | - | $31.0M | 575 | - |
| Shenzhen Capital Group | 1999 | $18.0M | 55 | - |
| CreditSights | 2000 | $8.5M | 240 | - |
| FMV Opinions | 1991 | $620,000 | 50 | - |
| GEMSA Loan Services | 2001 | $8.5M | 75 | - |
| FBR Capital Markets | - | $120.4M | 303 | 6 |
| Sandler O’Neill & Partners | 1988 | $127.3M | 750 | - |
Fiducient Advisors history FAQs
Zippia gives an in-depth look into the details of Fiducient Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Fiducient Advisors. The employee data is based on information from people who have self-reported their past or current employments at Fiducient Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Fiducient Advisors. The data presented on this page does not represent the view of Fiducient Advisors and its employees or that of Zippia.
Fiducient Advisors may also be known as or be related to Dimeo Schneider & Associates, L.l.c., Fiducient Advisors, Dimeo Schneider & Associates LLC and DiMeo Schneider & Associates, L.L.C.