Robert Finan, Anthony LaFonte
Adviser/team AUM: $400,000,000
Gross annual production/TTM: $2,000,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Morgan Stanley Wealth Management|
Red Bank, NJ
|Date announced||September 20, 2013|
|Transition date||September 12, 2013|
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Independent broker-dealers, ranked by alternative investment revenue
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.