Breakaway
Economos Private Wealth
Merrill Lynch → LPL Financial
What changed
Nick Economos launched Economos Private Wealth through LPL’s supported independence model, reporting $580M in advisory and brokerage assets; joins from Merrill Lynch.
- Reported / discovered
- Oct 14, 2026
- Effective
- Not reported
- New role
- Financial Adviser
- Previous role
- Not reported
- Market
- San Francisco, CA
- Reported book
- $580M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
PLANADVISER — Advice ↗Oct 14, 2026 · Reporting
Private Wealth Daily ↗Oct 14, 2026 · Reporting
Private Wealth Daily ↗Oct 14, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
4 observations consolidated into one event.
Oct 15, 2026Source evidence reconciled
Oct 14, 2026Source evidence reconciled
Oct 14, 2026Source evidence reconciled