Two Merrill Lynch advisors who oversaw a combined $165 million in AUM moved to Steward Partners, an independent firm affiliated with Raymond James Financial Services, according to a spokesman.
The two advisors generated more than $1.1 million in annual revenue while at the wirehouse, the spokesman said.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access