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Active Date Adviser(s) Team name Linkedin profile Adviser(s) phone Adviser(s) e-mail AUM ($M) Gross annual production/Trailing-twelve months ($M) Firm leaving Firm joining City State Custodian (if applicable) Company/team website (include http://) Branch Manager Transition date Source name Source URL Summary Contact name Contact phone number Contact e-mail Adviser/team headshot (hi-res .jpg) Submission type GUID
105-07-2013Paul BagnatoN/AN/AN/AN/A$165N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyMount KiscoNYN/AN/AN/A2013-05-03N/AN/AN/AChristine Jockle914-225-6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-05-07-Paul-BagnatoN/A
105-07-2013Alissa N. CarlossN/AN/AN/AN/A$135N/AStifel Nicolaus & Co.Morgan Stanley Smith BarneyJacksonTNN/AN/AN/A2013-05-03N/AN/AN/AChristine Jockle914-225-6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-05-07-Alissa-N-CarlossN/A
104-25-2013David H. RascoeN/AN/AN/AN/A$80N/AWells Fargo AdvisorsMorgan Stanley Smith BarneySan DiegoCAN/AN/AN/A2013-02-15N/AN/AN/AChristine Jockle914 225 6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-04-25-David-H-Rascoe N/A
104-25-2013Thomas J. McCann Jr.N/AN/AN/AN/A$200N/ABank of America Merrill LynchMorgan Stanley Smith BarneyLa JollaCAN/AN/AN/A2013-04-19N/AN/AN/AChristine Jockle914 225 6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-04-25-Thomas-J-McCann-JrN/A
104-25-2013Eric M. BehrN/AN/AN/AN/AN/AN/ADeutsche BankMorgan Stanley Smith BarneyBoca RatonFLN/AN/AN/A2013-04-18N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted2013-04-25-Eric-M-BehrN/A
104-08-2013Robert Locco, Francis CiocariN/AN/AN/AN/A$200N/ABank of America Merrill LynchMorgan Stanley Smith BarneyBlue BellPAN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AUser-submitted2013-04-16-Robert-Locco-Francis-CiocariN/A
104-08-2013Robert Iocco, Francis CiocariN/AN/AN/AN/A$200N/ABank of America Merrill LynchMorgan Stanley Smith BarneyBlue BellPAN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-Robert-Iocco-Francis-CiocariN/A
104-08-2013William Seabrook, Kathleen ChiapponeN/AN/AN/AN/A$180N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyOrlandoFLN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-William-Seabrook-Kathleen-ChiapponeN/A
104-08-2013Paul D. Emrick, Troy Hottenstein, Scott HollandN/AN/AN/AN/A$400N/AJ.P. Morgan Securities LLCMorgan Stanley Smith BarneyPhiladelphiaPAN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-Paul-Emrick-Troy-Hottenstein-Scott-HollandN/A
104-08-2013Gaston Abello, Felix JaimovichN/AN/AN/AN/A$165N/ABank of America Merrill LynchMorgan Stanley Smith BarneyAventuraFLN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-Gaston-Abello-Felix-JaimovichN/A
104-02-2013David Gordon, Kirsten GordonGordon Financial GroupN/AN/AN/A$300N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyRiverwoodsILN/AN/AN/A2013-03-28N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-02-Gordon-Financial-GroupN/A
104-02-2013Mark Pentella, Jessica Palmer N/AN/AN/AN/A$125N/ABank of America Merrill LynchMorgan Stanley Smith BarneyAkronOHN/AN/AN/A2013-03-22N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-02-Mark-PentellaN/A
103-05-2013Scott SextonN/AN/AN/AN/A$700N/AUBS Financial ServicesMorgan Stanley Smith BarneyKnoxvilleTNN/AN/AN/A2013-03-01N/AN/AN/AChristine JockleN/AChristine.Jockle@morganstanley.comN/AUser-submitted2013-03-7-Scott-SextonN/A
103-05-2013Roxann Romano, Anthony CatalanoN/AN/AN/AN/AN/AN/AUBS Financial ServicesMorgan Stanley Smith BarneyNew YorkNYN/AN/AN/A2013-03-01N/AN/AN/AChristine JockleN/AChristine.Jockle@morganstanley.comN/AUser-submitted2013-03-7-Roxann-Romano-Anthony-CatalanoN/A
102-27-2013Victor CamaraN/AN/AN/AN/A$100N/ABank of America Merrill LynchMorgan Stanley Smith BarneyMiamiFLN/AN/AN/A2013-01-18N/AN/AN/ABruce KellyN/AN/AN/AInvestmentNews2013-02-27-Victor-CamaraN/A
102-19-2013Nikesh Kadakia, Jospeh Pastore, Kirk SnyderN/AN/AN/AN/AN/AN/ABank of America Merrill LynchMorgan Stanley Smith BarneyEl SegundoCAN/AN/AN/A2013-02-15N/AN/AN/AChristine Jockle914-225-6827Christine.Jockle@morganstanley.comN/AInvestmentNews2013-02-19-Nikesh-Kadakia-Joseph-Pastore-Kirk-SnyderN/A
101-07-2013Diane Alecci, Lynn BlanchardThe D&L GroupN/AN/AN/A$500N/ABank of America Merrill LynchMorgan Stanley Smith BarneyParamusNJN/AN/AN/A2013-01-04N/AN/AN/AN/AN/AN/AN/AInvestmentNews20130107-The-DL-GroupN/A
112-11-2012Richard Prybyl, Richard Farr, Steve HeadrickN/AN/AN/AN/A$248$2Bank of America Merrill LynchMorgan Stanley Smith BarneyIthacaNYN/AN/ADean Wallace2012-12-07N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted20121211-Richard-Prybyl-Richard-Farr-Steve-HeadrickN/A
112-11-2012Nancy Buttweiler, Kristopher Schultz, David PetersonN/AN/AN/AN/A$141$1Bank of America Merrill LynchMorgan Stanley Smith BarneySt. PaulMNN/AN/AMichael Junker2012-12-03N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted20121211-Nancy-Buttweiler-Kristopher-Schultz-David-PetersonN/A
112-03-2012Vince Costanzo, Rex MackCostanzo/Mack TeamN/AN/AN/A$115$1Bank of America Merrill LynchMorgan Stanley Smith BarneyClevelandOHN/AN/ARobert Hartmann2012-11-23N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted20121203-Costanzo-Mack-TeamN/A
112-03-2012Howard ShallcrossN/AN/AN/AN/A$80$1Barclays WealthMorgan Stanley Smith BarneyShrewsburyNJN/AN/ATodd Sacks2012-11-23N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted20121203-Howard-ShallcrossN/A
112-03-2012Brant Giere, Lisa SzucsGiere/Szucs TeamN/AN/AN/A$210$1Bank of America Merrill LynchMorgan Stanley Smith BarneyAkronOHN/AN/AJason E. Haines2012-11-20N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted20121203-Giere-Szucs-TeamN/A
112-03-2012Luis Fuentes, Christopher Fuentes, Rosario HondermannFuentes Fuentes & HondermannN/AN/AN/A$373$2Bank of America Merrill LynchMorgan Stanley Smith BarneyMiamiFLN/AN/AKevin McCarty2012-11-30N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted20121203-Fuentes-Fuentes-and-HondermannN/A
111-06-2012Bryan SchonN/AN/AN/AN/A$205$1Chase Investment ServicesMorgan Stanley Smith BarneyBloomfield HillsMIN/AN/AN/A2012-11-01N/AN/AN/AChristine Jockle914-225-6827Christine.Jockle@morganstanley.comN/AUser-submitted20121106-Bryan-SchonN/A
110-31-2012Cheryl YoungN/AN/AN/AN/A$221$2Raymond JamesMorgan Stanley Smith BarneyLos GatosCAN/AN/AN/A2012-10-26N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted20121031-Cheryl-YoungN/A
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