Dan Sandlin

Adviser/team AUM: $150,800,000

Gross annual production/TTM: $690,000

Move Details

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

Chicago, IL

Date announced December 17, 2012
Transition date November 09, 2012

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Robert LabriolaJuly 17, 2014
James Clarke, Philip WeyheJune 06, 2014
Howard Rowen, Halsey SmithMay 02, 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.

  @IN Wire

Jul 23 09:00PM
?What have you done for me lately?? http://t.co/SHO6gtVyld
Jul 23 08:43PM
The retail money fund houses are clearly happy. Fidelity: "a reasonable balance" Vanguard: "rules preserve integrity of money funds"

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