Wells Fargo picked up advisors from Morgan Stanley, Merrill Lynch and Janney Montgomery Scott with about $900 million in client assets combined, the firm said.
Richard J. Bernstein, a recruit from Morgan Stanley where he managed about $425 million in client assets, joined Wells at its office in Incline Village, Nev., the firm said. He will be reporting to branch manager Frederick Findeisen and Sacramento major market manager Scott E. Drysch. Bernstein's career goes back to the early 1970s, according to FINRA BrokerCheck records, and includes stops at Merrill Lynch, E.F. Hutton, Bear Sterns and Smith Barney.
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