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Javier Vargas, Ramon Perez

Adviser/team AUM: $300,000,000

Gross annual production/TTM: $3,600,000

Move Details

Firm leaving UBS Financial Services
Firm joining Morgan Stanley Smith Barney
Adviser(s) location

Houston, TX

Date announced July 18, 2012
Transition date May 25, 2012
Source Morgan Stanley lands big broker teams from Merrill, UBS

Latest Moves to Morgan Stanley Smith Barney

Adviser(s) Date announced
Paul BagnatoMay 07, 2013
Alissa N. CarlossMay 07, 2013
David H. RascoeApril 25, 2013

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.