At a glance
- The records name five of the team's 11 advisors.
- Sharam F. Pavri, Adam M. Cline and Antonio P. daRoza came from Merrill Lynch; Travis A. Townsend and Timothy J. Cecchin came from RBC Wealth Management-U.S. Client assets were not disclosed.
- For advisors weighing a wirehouse move, the shared team name shows a coordinated liftout from the two firms.
Morgan Stanley has added The Bell Coast Group, an 11-advisor team from Merrill Lynch and RBC Wealth Management-U.S., Nov. 3 registration data show.
The records name five of the team's 11 advisors. Sharam F. Pavri, Adam M. Cline and Antonio P. daRoza came from Merrill Lynch; Travis A. Townsend and Timothy J. Cecchin came from RBC Wealth Management-U.S. Client assets were not disclosed.
For advisors weighing a wirehouse move, the shared team name shows a coordinated liftout from the two firms.
Reported by The Advisor's Note desk from Private Wealth Daily's Moves Wire. Published . Corrections