Susan Pearlman, Gregory Kennedy

Adviser/team AUM: $60,000,000

Move Details

Firm leaving Raymond James
Firm joining Summit Brokerage Services
Adviser(s) location

Huntington, NY

Date July 20, 2012

Latest Moves to Summit Brokerage Services

Adviser(s) Date announced
Robert Battin, Roger Finucan, Todd HankinsJanuary 18, 2018
Roland F. Smith, Joan SmithApril 08, 2015
William Diener, Andrew LennerJanuary 12, 2015

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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