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.
Texas team, which moved in September, had managed $900 million while breakaway team in Maine had $530 million in assets and moved in August.
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.
The group, who oversaw $420 million in assets, cited more flexibility with an independent firm as well as acquiring equity in Steward.
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.
Raymond J. Hayes, a 37-year industry veteran, joins J.P. Morgan’s division of traditional brokers as the firm envisions doubling its headcount over the next five to seven years.
UBS returns to the private banking well after hiring a number of traditional brokers in the past month.
Four-advisor UBS team managing $470 million joined in Ft. Myers, while a father-daughter team overseeing $138 million shifted from Merrill in Pennsylvania.
Broker, who started at Merrill Lynch in 1994, had been managing $500 million in assets at RBC, according to a source
A $3-million ‘next gen’ broker marks Rockefeller’s 61st team since its 2018 recapitalization.