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
Jim ForsythNovember 17, 2017
Jeffrey Lehrer, Karl SchmidtkeSeptember 27, 2017
Robert BaileySeptember 25, 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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