Recent industry movement and recruitment activity.
Group, who moved with two support staff, had overseen around $2 billion in customer assets, according to a person familiar with their practice.
Los Angeles team that joined Rockefeller includes two brokers who had overseen $320 million in assets while J.P. Morgan hires managed $250 million and the Gladstone broker oversaw $200 million.
A three-person team led by 37-year industry and 16-year Merrill veteran Jon Blair with $1.35 million in production moved to Raymond James’ Frisco office.
Among several new hires, Wells plucked three UBS brokers with a combined $3.7 million in annual revenue, including a New England duo and solo producer in Boca Raton.
Steve Vujevich, who co-leads the new independent practice, had left Merrill Lynch in 2020 after concerns related to undisclosed outside business activities, according to registration records.
The group, who oversaw $420 million in assets, cited more flexibility with an independent firm as well as acquiring equity in Steward.
The Newport Beach team includes a 24-year vet and two of his sons and joined UBS’s private wealth unit for ultra-wealthy customers.
Led by 20-plus-year industry vets Jerold Doell Jr. and Douglas Kuszak, the four-person team joined RBC in Lincoln.
A producing manager for Merrill in Grosse Pointe, Michigan jumped to UBS Wealth Management USA on Sept. 17 along with a four-year broker and support staffer.
UBS returns to the private banking well after hiring a number of traditional brokers in the past month.