The move from wirehouses to independent firmst continues as advisers seek better service for their clients and more freedom for themselves.
Steward Partners Global Advisory LLC, an employee-owned, full service independent partnership, announced today that Kenneth Mathieson and Erik Mathieson, along with their other team members, have left the midtown Manhattan office of Morgan Stanley, to join Steward Partners. The team has over 50 years of combined experience serving clients as Wealth Managers. This move to Steward Partner's newest location, 2 Grand Central Tower, 140 East 45th Street, marks the official opening of a flagship New York City Branch for Steward. The Mathiesons manage $315 million in client assets, and generated over $3 million in production on an annual basis at their prior firm.
For more information, $3 Million Dollar Morgan Stanley Team joins Steward Partners - Yahoo Finance
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Planning a move? The attorneys at Sallah Astarita & Cox have spent decades assisting brokers in their transition between firms, and represent firms and brokers in the independent channel. Give Mark Astarita a call to see how we can help - 212-509-6544
