Stifel
Stifel Hires $3.85-Mln UBS Team in FL, $1.2-Mln Merrill Team in PA
Four-advisor UBS team managing $470 million joined in Ft. Myers, while a father-daughter team overseeing $138 million shifted from Merrill in Pennsylvania.
UBS Brokers with $764-Mln Book Jump to Stifel, Duo Stays Behind
Two veteran advisors, including a team founder, did not join in the defection.
After Quick U-turn at Stifel, Fired Nevada Broker Lands at Kestra
Aaron DelSignore, a 22-year broker managing north of $100 million in assets, found a new home with an independent broker-dealer after his dismissal last month.
Merrill Team with $4-Mln Book Shifts to Sanctuary in New Jersey
Separately, a Merrill duo generating $1 million split to join Raymond James Financial and Stifel, Nicolaus.
Stifel Broker Who Seeded New Nevada Office Pushed Out After Less Than a Month–Sources
Aaron Delsignore, a 22-year broker who on July 9 joined Stifel in Henderson, Nevada, departed abruptly at the end of July over improper workplace behavior, according to sources familiar with the matter.
$200 Mln-AUM Merrill Duo Joins Stifel in St. Louis Suburbs
Maurice “Mo” Schutte, a 23-year industry veteran who had been with the wirehouse since 2005, left for Stifel on Monday, bringing along junior broker William Rowe.
Raymond James’ Sweetened Recruiting Offers Bear Fruit
The company’s hiring across its independent and employee channels is on pace for a record year after a “very slow” start, Chief Executive Paul Reilly said on Thursday.
Stifel CEO Defends Recruiting As Slump Extends to Second Quarter
Chief Executive Ronald J. Kruszewski said the slowdown was “transitory” and reassured analysts and investors that its broker pipeline remained “robust.”
Recruiting Wrap: Cetera Adds $300-Mln Lincoln Team, Stifel Hires Wells Duo With $239 Mln
Cetera nabbed a Pennsylvania team led by Kim Brumbaugh from Lincoln Financial Advisors while Stifel hired Washington duo Tim Devlin and Michael Jeremiah from Wells Fargo Advisors.
Ex-Merrill Broker Wins Expungement of Termination Notice After 2019 Move to Stifel
Merrill had settled an underlying claim for $19,503 and asked the arbitrator to deny the broker’s expungement request.
Stifel Gains Merrill and Wells Brokers in NV and CA, Loses $2-Mln Duo in TX
The St. Louis firm scored veteran hires from Merrill and Wells in the Las Vegas area and Newport Beach, Calif. Wells, meanwhile, hired from Stifel a $2 million-producing duo from an Austin, Texas suburb.
