Morgan Stanley Smith Barney has expanded its advisor force with the addition of four new advisors from UBS AG and Ameriprise Financial Inc.
In Pepper Pike, Ohio, Morgan Stanley Smith Barney has hired UBS financial advisors Shawn Liebel and Kevin Forney. Together, they had $1.53 million in fees and commissions and $211 million in assets under management. They have been registered with Morgan Stanley Smith Barney since May 5, according to FINRA records, and report to branch manager Robert Hartmann.
In Tampa, Fla., Morgan Stanley Smith Barney has added Ameriprise advisors Robert Coloret and Mark Delmar. They previously had $1.2 million in fees and commissions and $107 million in assets under management. Coloret and Delmar have been registered with Morgan Stanley Smith Barney since May 6, FINRA records show. They report to branch manager Jacob Heron.
Morgan Stanley Smith Barney reported a total financial advisor head count of about 17,800 in its first quarter earnings report last month.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access