Advisory Money in Motion: June 2015

Jul 13, 2015

Net advised assets coming to, and leaving, major brokages based upon press releases and published information during the month of June 2015. Estimated data assumes 100 percent of client assets travel with the advisor. If you have news regarding advisor moves going forward, please send to [email protected].

Click to Enlarge

**Note: The 20 advisors who Merrill Lynch reported joining the firm on June 17, 2015 collectively managed $1.8 billion in assets.

Date	Name of Advisor	Firm To	Firm From	AUM	Location
6/2/15	Brian Hinson, Bob Johnson & Jonathan Hornsby	LPL Financial	Lincoln Financial Advisors Corp.	$112,000,000	Birmingham, Ala.
6/2/15	Matt Yonally & Chris Compogiannis	Merrill Lynch	UBS Wealth Management	$300,000,000	Santa Barbara, Calif.
6/2/15	Kevin Wood	Ameriprise Financial	Wells Fargo Advisors	$153,670,414	Richmond, VA
6/2/15	Karen Higgins	Ameriprise Financial	Wells Fargo Advisors	$101,519,667	Richmond, VA
6/2/15	Henry Shores	Ameriprise Financial	Wells Fargo Advisors	$65,858,749	Richmond, VA
6/2/15	Luke Walker	Ameriprise Financial	Wells Fargo Advisors	$101,519,667	Livonia, MI
6/2/15	James Walker	Ameriprise Financial	Wells Fargo Advisors	$55,151,176	Livonia, MI
6/2/15	David Flanders	Ameriprise Financial	Wells Fargo Advisors	$54,301,203	Raleigh, N.C.
6/3/15	Don d�Adesky & Team	Raymond James & Associates	Morgan Stanley	$2,400,000,000	Miami, Fla.
6/3/15	Braddock Group	Janney Montgomery Scott	JHS Capital Advisors	$100,000,000	Philadelphia, PA
6/9/15	Mark Congdon & Horizon Group	Securities Service Network	Cadaret, Grant & Co.	$430,000,000	Rochester, N.Y.
6/9/15	David Holwadel & team	Raymond James & Associates	Merrill Lynch	$400,000,000	Cincinnati, Ohio
6/9/15	Kurt Kharouf	RBC Wealth Management	Merrill Lynch	$117,000,000	Canonsburg, PA
6/9/15	Doug and David Brandeen & team	Merrill Lynch	Wells Fargo Advisors Financial Network	$555,000,000	Baltimore
6/10/15	Paul S. Lee	Northern Trust Wealth Management	AB Bernstein Private Wealth Management	N/A	New York
6/10/15	Terrence J. Andrysiak & Horizon Group	Raymond James & Associates	Morgan Stanley	$665,000,000	Grand Blanc, Mich.
6/15/15	Don Barry, Jill Docking, Brian Docking, Phillip Garrison, Kevin McWhorter & Suzanne Marshall	A.G. Edwards	Wells Fargo Advisors	$1,100,000,000	Wichita, Kansas
6/17/15	Michelle Motsko & Michael Brodnik	Merrill Lynch**	Barclays U.S. Wealth Management	$280,000,000	Washington D.C.
6/17/15	Jerad Chao & Michael Margiotta	Merrill Lynch**	UBS Wealth Management	$422,500,000	Santa Monica, Calif
6/17/15	Christopher Beckett & Stephen Yovetich	Merrill Lynch**	UBS Wealth Management	N/A	Century City South, CA
6/17/15	Thomas Jackson	Merrill Lynch**	Barclays U.S. Wealth Management	N/A	Century City
6/17/15	Michael Bono, Kenneth Kline, Andrew Pritsios & William Scott	Merrill Lynch**	Barclays U.S. Wealth Management	N/A	Washington D.C.
6/17/15	Derek Mohamed & Justin Merola	Merrill Lynch**	UBS Wealth Management	N/A	Wellesley, MA
6/17/15	Patrick Delahunty, Timothy King & Brian Kelly	Merrill Lynch**	Barclays U.S. Wealth Management	N/A	Massachusetts
6/17/15	Nicholas Berno	Merrill Lynch**	J.P. Morgan Private Bank	N/A	Rochester, NY
6/17/15	Rosalie Hunter & William (Bill) McCormack	Merrill Lynch**	Barclays U.S. Wealth Management	N/A	Pennsylvania
6/17/15	James Lemon	Merrill Lynch**	Morgan Stanley	N/A	Madison, WI
6/17/15	James Maxwell	Raymond James Financial Services	Morgan Stanley	$75,000,000	Pleasanton, Calif.
6/18/15	Christopher Desimio and Deborah Horn	Wells Fargo Advisors	Morgan Stanley	$137,000,000	Cincinnati, Ohio
6/18/15	Elaine Elliott	Wells Fargo Advisors	Merrill Lynch	$80,391,444	Midland, Texas
6/18/15	Michelle Motsko and Michael Brodnik	Merrill Lynch	Barclays U.S. Wealth Management	$280,000,000	Washington
6/18/15	Eric Miller	Wells Fargo Advisors	UBS Wealth Management	$59,920,569	Little Rock, AR
6/18/15	Brian Salcetti	Wells Fargo Advisors	AXA Advisors	$50,000	Bethesda, MD
6/23/15	Harvey Bell and Murray Bell	Morgan Stanley	Merrill Lynch	$620,000,000	Short Hills, NJ
6/23/15	Alex Fritzsche	RBC Wealth Management	Merrill Lynch	$92,500,000	Easton, MD
6/23/15	Jennifer Edgell	RBC Wealth Management	Wye Financial & Trust	$92,500,000	Easton, MD
6/23/15	David Cohen and Fredrick Bennett	Stifel Financial	Janney Montgomery Scott	$285,000,000	Oyster Bay, NY
6/24/15	Dodd Newton Koeckert & Nicholas Ange	RBC Wealth Management	Merrill Lynch	$1,200,000,000	Stamford, Conn.
6/25/15	Kelly Rushing & Team	U.S. Capital Advisors	UBS Wealth Management	$300,000,000	Houston
6/26/15	Ellen Cleary	Wells Fargo Advisors	Morgan Stanley	$168,000,000	Alexandria, Va.
6/29/15	David/Robertson Group	Merrill Lynch	UBS Wealth Management	$350,000,000	Baton Rouge
6/29/15	David J. La Placa & Jay Casey	Independent RIA	Deutsche Bank	$3,000,000,000	San Fransisco
6/30/15	Barry Schneider, Cris Bera, and Chris Dewhurst	Merrill Lynch	Barclays Wealth Management	$750,000,000	Dallas
6/30/15	Charles Tumlin, Arthur Levin and Hall Sumner	Raymond James & Associates	Wells Fargo Advisors	$3,900,000,000	Beaufort, S.C.

TAGS: People

Hide comments

Comments

Plain text