Five advisors had a combined 86 years with Merrill, according to BrokerCheck, and had managed $1.75 billion in customer assets.
Christian Habitz and Sarah Damsgaard, who had been with J.P. Morgan Advisors since 2015, respectively, left the firm last week
Ex-Morgan Stanley regional manager Ronald Thacker, who left the wirehouse in January last year, has resurfaced as president of Houston-based registered investment advisory firm, Americana Partners.
Eight-person group includes four advisors who had been managing $1.2 billion in client assets, according to an announcement on Tuesday.
Five advisors managing $1.8 billion are the latest to join super-producer Craig Findley at Ohio firm he founded last year after being dismissed for nonclient-related policy violations.
Dynasty Financial Partners Promotes Senior Industry Leader, John Sullivan, to Lead Business Development
Mr. Sullivan is an Eight Year Veteran of Dynasty’s Rapidly Expanding Wealth Management Platform
Envestnet’s Advisor Services Exchange by Dynasty Financial Partners (ASx) Welcomes James Gardiner as Director of Business Development
St. Petersburg, Florida. October 12, 2020 – Envestnet’s Advisor Services Exchange by Dynasty Financial Partners (ASx) announced today that they…
Dynasty Financial Partners Welcomes Wealth Industry Veteran Joseph N. D’Agostino as Head of Strategic Development
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
Financial Advisor Michael Leverty Launches RIA – Leverty Financial Group – with Dynasty Financial Partners
Wisconsin Team Upgrades to a More Sophisticated Platform; Manages $400 Million in Client Assets
CT-Based Procyon Partners Doubles Down in the Big Apple: Adds Veteran Financial Advisor Steven Mitchell in NYC
Steven Mitchell Advised on over $2 Billion in Client Assets