Friday, August 15, 2014

Merrill Loses $800 Million in Assets to Independent Firm

After adding a $400 million independent firm in Seattle, Wash., last month, the firm said Monday it had picked up three former Merrill Lynch advisers who previously managed some $800 million in assets. The three, which operated as part of separate teams at Merrill Lynch, will now operate as a single practice under the name HighTower Fort Myers. .

For more information, HighTower picks up Merrill advisers with $800 million

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Considering a move? The attorneys at Sallah Astarita & Cox have spent decades representing advisers moving to and from the wirehouses, and independent firms. To see if we can help you, call Mark Astarita at 212-509-6544 or email us.