Adviser/team AUM: $205,000,000
|Firm leaving||Chase Investment Services|
|Firm joining||Morgan Stanley Wealth Management|
New York, NY
|Date announced||January 28, 2011|
|Transition date||January 28, 2011|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Ranked by average annual rep payout
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.
Kim Laughton President, Schwab Charitable