How the journey began.
Why we left captive to build something better — the support of captive, in a fully independent model.
We lived inside the captive world — and we hated the handcuffs. So three of us came together around a simple idea: build the environment we always wanted. All the support, structure and marketing power of a captive shop — with none of the restrictions of one.
That’s SRO. It isn’t about overrides, or comp, or contracts. It’s about what we’re trying to accomplish for advisors: a business you actually own, with a partner that has your back.
Three advisors. One mission.
Ali Moghaddam
A leader who has done it on both sides — as a top producer and as an agency builder.
Thomas Shultz
The voice behind the training and the marketing philosophy that powers SRO.
Haitham Aboul-Hosn
Founder of Florida Retirement Group, focused on building the independent model right.
See where you’d fit.
Meet the full team, or see if SRO is a fit for your practice.
Meet the team