Sheldon Hechtman, Ellen Klersfeld

Adviser/team AUM: $211,000,000

Gross annual production/TTM: $1,600,000

Move Details

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

Boca Raton, FL

Date announced July 18, 2012
Transition date June 28, 2012
Source Morgan Stanley lands big broker teams from Merrill, UBS

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Albert Fox, Edward Penberthy, Joseph DehnMarch 27, 2014
David BeharMarch 27, 2014
James Wong, Matthew Barker, Justin Harris, Desiderio RodriquezMarch 03, 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.

  @IN Wire

Apr 23 04:44PM
New risk factor IDed for advisers helping clients save for retirement: the person's earnings potential, career path http://t.co/HiALlzCsg1
Apr 23 04:39PM
Indie broker-dealers on the rise - The 10 fastest-growing independent broker-dealers http://t.co/a5X7waIax8

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by

Most Watched Video

7:12The 2 biggest factors driving growth in active ETFs

Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews

Video Spotlight
1:47People are Living Longer. Good News or Bad News?

Sponsored by Oppenheimer Funds Inc.