Lee Miller, Andrew Pleat
Adviser/team AUM: $182,600,000
Gross annual production/TTM: $1,200,000
Move Details
| Firm leaving | UBS Financial Services |
| Firm joining | Bank of America Merrill Lynch |
| Adviser(s) location | Saratoga Springs, NY |
| Date announced | August 27, 2012 |
| Transition date | August 10, 2012 |
Latest Moves to Bank of America Merrill Lynch
| Adviser(s) | Date announced |
|---|---|
| Vishal Bakshi, Jayne Finst, David A. Greene | May 29, 2013 |
| Conrad K. Branson | May 23, 2013 |
| Peter R. Benington, Steven C. Benington, Steven R. Cross | May 23, 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.
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@IN Wire
May 31 03:37PM
What are the 10 most expensive US cities? The percentage cost of living in number 1 may shock you http://t.co/dISqLjmxPn
May 31 03:24PM
RT @bespokeinvest There was also a Hindenburg Omen in August 2010. The S&P 500 is up 50%+ since then.
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