AdvisorAdit exists to serve the financial advisor community. We bring advisors and providers together through an independent, confidential channel where advisors can harness valued provider information and curate it, along with their own content, to help build sustainable relationships with their clients.
Always on Your Terms – Select only the providers relevant to your business
Anywhere, Anytime, Any Leading Device – Only an Internet connection is needed
We think information delivered when it is actually needed is most powerful. Unlike e-mail and other content distribution methods, AdvisorAdit strives to make provider content truly on-demand. With our Cloud-based application advisors can access provider as well as their own content anywhere, on any leading device.
Confidential Archiving – Save, comment and collaborate with your colleagues
We believe that advisory practices are better able to grow when all members share a common base of information. With an Advisory Firm subscription, all associates can access and collaborate on important content - including their own. Users can view, store, tag and comment on all pieces posted to AdvisorAdit.
Martha Gallagher, Co-Founder, Managing Partner
Martha’s comprehensive understanding of advisors, and in-depth experience in building robust infrastructures has led to AdvisorAdit’s industry-first capabilities. Martha draws on over 25 years of financial services experience focused on business strategy, process and growth providing consultation to some of the nation’s largest advisory firms and broker/dealers. As a Vice President and Senior Relationship Manager at Fidelity Investments, Martha managed many of Fidelity’s largest RIAs for ten years. Martha earned her Bachelor’s Degree at Columbia University and she holds Master’s Degree from NYU Stern School of Business.
Stephen Buscema, Co-Founder, Managing Partner
Steve’s experience in leading transformative technology-based solutions is the cornerstone of AdvisorAdit’s capability to promote substantive relationships between advisors and providers. Steve is a leader in advanced-trading technologies and financial products management. He has over 18 years experience integrating e-finance and technology on a global level. Previously, Steve was Vice President at State Street for 9 years, where he created and led its multi-asset class trading connectivity platform. Steve is a graduate of The University of Massachusetts Lowell where he earned Bachelor’s degree in Accounting and Economics.