William Lloyd, Andrew Means, Peter Willsea

Adviser/team AUM $655,000,000
Firm joining Stifel, Nicolaus & Company, Incorporated
Firm leaving Merrill Lynch, Pierce, Fenner & Smith Incorporated
Adviser(s) location Rochester, NY
Date July 07, 2016

Latest Moves to Stifel, Nicolaus & Company, Incorporated

Adviser(s) Date
Nick BeardenJuly 07, 2016
Steven SchwaryJuly 07, 2016
Kevin BayJuly 07, 2016

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