Ira Katz, Daniel McNicholas, John Scala, Bryce Wilinski

The Choice Group Wealth Management

Adviser/team AUM: $420,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining LPL Financial
Adviser(s) location

Melville, NY

Date April 28, 2017

Latest Moves to LPL Financial

Adviser(s) Date announced
Ira Katz, Daniel McNicholas, John Scala, Bryce WilinskiApril 28, 2017
Susan Garbarino, Brent Kalka, Craig Tower, Curtis WiedemanMarch 31, 2017
Grant UlrickMarch 31, 2017

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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