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
Gerald SarokenApril 24, 2014
Brian SarokenApril 24, 2014
Michael Bromberg, Daniel GerschelFebruary 20, 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

Apr 24 03:45PM
Clips From Today?s Halftime Report http://t.co/PuZb1iYJWq
Apr 24 03:37PM
New report raises issues over broker fee disclosures getting buried in complicated customer documents http://t.co/pfGe0F4nue

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