Neil Jeffrey Lerner
|Firm joining||Morgan Stanley|
|Firm leaving||UBS Financial Services Inc.|
|Adviser(s) location||New York, NY|
|Date||October 19, 2018|
Latest Moves to Morgan Stanley
|Kimberli Mie Komo Lo||October 19, 2018|
|John P. Williams||October 19, 2018|
|Nini Wu||October 19, 2018|
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Firms Losing Advisers
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Securities America, Inc.
- • Morgan Stanley
- • Wells Fargo Clearing Services, LLC
Firms Gaining Advisers
- • LPL Financial LLC
- • Raymond James Financial Services, Inc.
- • Cambridge Investment Research, Inc.
- • Ameriprise Financial Services, Inc.