Rebecca Rothstein & Team

Adviser/team AUM: $2,500,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Bank of America Merrill Lynch
Adviser(s) location

Beverly Hills, CA

Date announced October 22, 2012
Transition date October 19, 2012

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Mario FrattoDecember 10, 2014
Heath McGallion, Christopher Davis, Stan Davis, Hugh Hawkins December 10, 2014
Christopher Carbone, Charles Sergewick November 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.