Recent industry movement and recruitment activity.
Family-led team of four advisors who managed $386 million returned to Morgan Stanley, where they began their careers after more than nine years at competitor.
Independent broker-dealer Sanctuary has landed its 42nd team since its 2018 launch while Snowden says it wooed a former billion-dollar Merrill broker back to the business.
Broker had been managing over $200 million in client assets, according to two sources familiar with his practice.
Two advisors had been managing $1.7 billion in client assets, according to an announcement from UBS.
Millennial advisor with $1.5 million in revenue, who was three-time winner of Merrill’s “excellence in growth” award, says he is a believer in cold calling.
Broker with more than two decades of experience at Morgan Stanley joins Rockefeller’s fledgling Boca office and 39-year California advisor signs on with RayJay’s Alex. Brown.