Richard Jenkin, Thomas Ferrante

Adviser/team AUM: $210,000,000

Gross annual production/TTM: $1,000,000

Move Details

Firm leaving UBS Financial Services
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

Jericho, NY

Date announced May 21, 2012
Transition date May 21, 2012

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Robert PhelpsOctober 24, 2014
Michael Zalkind, John WilliamsOctober 24, 2014
Thomas Forma, Kevin NicholsOctober 24, 2014

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.