Karl Rothermund

Adviser/team AUM: $80,000,000

Gross annual production/TTM: $1,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Raymond James
Adviser(s) location

Scottsdale, AZ

Date announced November 12, 2012
Transition date September 14, 2012

Latest Moves to Raymond James

Adviser(s) Date announced
Todd R. LovellApril 15, 2015
Debra Dragich, Toni OndekApril 13, 2015
James H. Pohlman, Jr.April 01, 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.