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Morgan Stanley adds 11-advisor Bell Coast Group

Five of the 11 advisors are named as joining from Merrill Lynch and RBC Wealth Management-U.S.

By The Advisor's Note desk12 min read

At a glance

  1. The records name five of the team's 11 advisors.
  2. 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.
  3. 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

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