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
Michael Bromberg, Daniel GerschelFebruary 20, 2014
Daniel J. RodriguezDecember 16, 2013
Jeffrey KlingerDecember 16, 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.