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Morgan Stanley Veteran Joins Merchant-Backed Raymond James OSJ

Published: December 16, 2021

Anthony David, an advisor with $400 million AUM, departed Morgan Stanley to form Adalan Private Wealth with Raymond James OSJ Concurrent Advisors.

Source: wealthmanagement.com

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San DiegoUnited StatesAnthony JrSteve BiekleRaymond JamesSteve BielkeAnthony DavidWaddell ReedRaymond JameMike HlavekMorgan StanleyRaymond James Financial ServicesAdalan Private WealthRaymond James FinancialConcurrent AdvisorsMerchant Investment Management