Celebrated $1.9B wirehouse team launches independent RIA firm
The team comprises three advisors with history of industry recognition.
Source: investmentnews.com
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Morgan Stanley Team With $1.9 Billion Goes Indie, Picks Goldman as Custodian
A $1.9 billion team catering to ultrahigh-net-worth clients has left Morgan Stanley to launch an independent registered investment advisor firm in Vero Beach,…
Trent Leyda Morgan Stanley Leyda Group At Morgan Stanley Vero Beach Leyda Group Spirepoint Private Client
Source: biztoc.com
Morgan Stanley Team Launches $1.9B AUM RIA with tru Independence
SpirePoint Private Client has selected Goldman Sachs Advisor Services as their custodian, becoming the first GSAS transition on the tru platform.
Source: wealthmanagement.com