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 June 28, 2012
Source Morgan Stanley lands big broker teams from Merrill, UBS

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Christopher Walkley August 22, 2017
Christine CaronaJuly 28, 2017
Christopher ApgarApril 21, 2017

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.

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