Wells Fargo Advisors recruits $1.5 billion team from Morgan Stanley
Updated
Updated · Barron's · May 7
Wells Fargo Advisors recruits $1.5 billion team from Morgan Stanley
6 articles · Updated · Barron's · May 7
The eight-person Bartoli Private Wealth Management Group in Lemoyne, Pennsylvania, joined on Tuesday, led by brothers Stephen, David and Patrick Bartoli alongside Craig McLean and William Duval.
It is the third Wells Fargo Advisors hire this month of a practice overseeing more than $1 billion, following the $6 billion Taylor Group and $1.6 billion AGT Private Wealth Group.
Morgan Stanley declined to comment. Regulatory records show the Bartoli brothers had spent their entire careers at Morgan Stanley, while all five brokers are also registered as investment advisers.
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