Laurie J. McCartney
| Firm joining | Fidelity Personal and Workplace Advisors |
|---|---|
| Firm leaving | Strategic Advisers LLC |
| Adviser(s) location | Boston, MA |
| Date | July 13, 2018 |
Latest Moves to Fidelity Personal and Workplace Advisors
| Adviser(s) | Date |
|---|---|
| Haris Mutapcic | July 13, 2018 |
| Brian T. Harris | July 13, 2018 |
| Julie Anne Talbot | July 13, 2018 |
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Firms Losing Advisers
- • FSC Securities Corporation
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Wells Fargo Clearing Services, LLC
- • Morgan Stanley
Firms Gaining Advisers
- • LPL Financial LLC
- • Cambridge Investment Research, Inc.
- • Raymond James Financial Services, Inc.
- • Stifel, Nicolaus & Company, Incorporated
