|Firm joining||Morgan Stanley|
|Firm leaving||Merrill Lynch, Pierce, Fenner & Smith Incorporated|
|Adviser(s) location||Boston, MA|
|Date||June 17, 2019|
Latest Moves to Morgan Stanley
|Vanessa Jayne Stevens||June 17, 2019|
|Harsh Bardhan Jayaswal||June 17, 2019|
|Natan Rozen||June 17, 2019|
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Firms Losing Advisers
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Morgan Stanley
- â€¢ Ameriprise Financial Services, Inc.
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Edward Jones
- â€¢ Cambridge Investment Research, Inc.