Adviser/team AUM: $750,000,000
|Firm leaving||UBS Financial Services|
|Firm joining||Morgan Stanley Wealth Management|
Florham Park, NJ
|Date announced||May 10, 2012|
|Transition date||May 10, 2012|
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.
Independent B-Ds ranked by total account assets
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.