Gregg Alan Shaffer
| Adviser/team AUM | $50,000,000 |
|---|---|
| Firm joining | Morgan Stanley |
| Firm leaving | Citigroup Global Markets Inc. |
| Adviser(s) location | Milwaukee, WI |
| Date | June 01, 2009 |
Latest Moves to Morgan Stanley
| Adviser(s) | Date |
|---|---|
| Holly Seavey Nichols | June 01, 2009 |
| Cory James Labre | June 01, 2009 |
| Timothy William McNamara | June 01, 2009 |
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Firms Losing Advisers
- • FSC Securities Corporation
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Wells Fargo Clearing Services, LLC
- • Ameriprise Financial Services, Inc.
Firms Gaining Advisers
- • Cambridge Investment Research, Inc.
- • LPL Financial LLC
- • Raymond James Financial Services, Inc.
- • Stifel, Nicolaus & Company, Incorporated
