Robert Phelps

Adviser/team AUM $90,000,000
Firm joining UBS Financial Services Inc. Inc.
Firm leaving Morgan Stanley
Adviser(s) location Louisville, KY
Date October 17, 2014

Latest Moves to UBS Financial Services Inc. Inc.

Adviser(s) Date
David Kritzer, Christopher CastellawOctober 17, 2014
John Schindler, Jeffrey Davies, Scott Bennett, Chuck Phillipson, Christian Allen, Austin FarahOctober 17, 2014
Tom Lieser, Leigh Anne Gage, Tom AwadallaOctober 17, 2014

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